Plan Ledger DOL Form 5500 · updated monthly

Jcb, Inc.401(k)

JCB, INC. 401(K) RETIREMENT PLAN · POOLER, GA · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Jcb, Inc. reported $216,380 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,098 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 4 years on file its reported administrative ratio rose from 0.14% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 476th-largest of 2,160 plans among Georgia employers on file, and the 3,225th of 13,661 in manufacturing. In 2024, employees put in $2.64 for every $1.00 the employer contributed; active participation has grown from 773 to 976 since 2020.

Plan summary
Net assets, end of year$48,459,426
Participants with balances1,030
Active participants976
Employer contributions$2,047,740
Employee contributions$5,414,736
Employer contribution per active participant$2,098
Average account balance$47,048
Benefits paid to participants$5,297,583
Plan auditUnmodified (clean) audit opinion
AuditorSYMPHONA LLP
Plan history4
Yearassets · accounts · employer contribution
2024$48.5M · 1,030 accts · $2.0M emplr
2023$39.0M · 1,098 accts · $1.5M emplr
2022$31.4M · 944 accts · $1.1M emplr
2020$28.0M · 751 accts · $441K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$134,932
Investment management$61,448
Audit (IQPA)$20,000
Total administrative$216,380
The Jcb, Inc. 401(k) match · 2024
Employer contribution per active participant$2,098
Median for plans this size$2,416
2024$2,098 per active participant
2023$1,369 per active participant
2022$1,355 per active participant
2020$570 per active participant

Jcb, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$134,932
THE FIDUCIARY GROUP · Investment advisory (plan)$61,448
SYMPHONA LLP · Accounting / audit$20,000

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

Administrative cost history4
2024$216,380 · 0.49%
2023$236,155 · 0.67%
2022$152,049 · 0.46%
2020$37,483 · 0.14%
Same employer
Similar plansManufacturing · Georgia
Eis Buyer, LLC GA$51.9M · 0.03%
Tensar Holdings LLC GA$50.1M · 0.03%
Toto USA, Inc. GA$49.5M · 0.22%
Caire, Inc. GA$45.8M · 0.41%
Huvepharma Inc. GA$45.2M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520907423 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.