Plan Ledger DOL Form 5500 · updated monthly

Jarrett Logistics Systems, Inc.401(k)

JARRETT LOGISTICS SYSTEMS, INC. 401(K) PLAN · ORRVILLE, OH · plan year 2024

Reported admin expense ratio · 2024
0.42%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Jarrett Logistics Systems, Inc. reported $33,100 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $3,151 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.61% to 0.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Ohio (2,078th of 3,295), and the 1,213th of 2,677 in transportation & warehousing. In 2024, employees put in $1.05 for every $1.00 the employer contributed; active participation has grown from 215 to 264 since 2022.

Plan summary
Net assets, end of year$9,105,037
Participants with balances270
Active participants264
Employer contributions$831,836
Employee contributions$871,123
Employer contribution per active participant$3,151
Average account balance$33,722
Benefits paid to participants$227,596
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.1M · 270 accts · $832K emplr
2023$6.5M · 260 accts · $720K emplr
2022$4.2M · 219 accts · $324K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,950
Total administrative$33,100
The Jarrett Logistics Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$3,151
Median for plans this size$1,313
2024$3,151 per active participant
2023$2,999 per active participant
2022$1,505 per active participant

Jarrett Logistics Systems, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JULY BUSINESS SERVICES · Recordkeeping$32,809
HUMMEL GROUP, INC. · Investment advisory (participants)$14,800

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024July Business Services
2023July Business Services

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$33,100 · 0.42%
2023$28,811 · 0.54%
2022$26,092 · 0.61%
Same employer
Similar plansTransportation & Warehousing · Ohio
Crescent Park Corporation OH$10.4M · 0.45%
Jrayl Transport Inc. OH$9.9M · 0.67%
Dee Holdings, Inc. OH$9.3M · 0.72%
Bbi Logistics, LLC OH$8.2M · 1.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522451083 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.