Plan Ledger DOL Form 5500 · updated monthly

Jci Jones Chemicals, Inc.401(k)

JCI 401(K) PLAN · SAROSOTA, FL · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

Jci Jones Chemicals, Inc. reported $135,730 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,286 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 rose from 0.57% to 0.90%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,307th-largest of 3,644 plans among Florida employers on file, and 2,257th of 4,246 in wholesale trade. In 2024, employees put in $1.35 for every $1.00 the employer contributed; active participation has grown from 153 to 171 since 2022.

Plan summary
Net assets, end of year$16,136,810
Participants with balances146
Active participants171
Employer contributions$390,838
Employee contributions$526,630
Employer contribution per active participant$2,286
Average account balance$110,526
Benefits paid to participants$246,320
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.1M · 146 accts · $391K emplr
2023$14.0M · 142 accts · $269K emplr
2022$12.5M · 143 accts · $364K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,448
Investment management$37,282
Total administrative$135,730
The Jci Jones Chemicals, Inc. 401(k) match · 2024
Employer contribution per active participant$2,286
Median for plans this size$2,416
2024$2,286 per active participant
2023$1,710 per active participant
2022$2,381 per active participant

Jci Jones Chemicals, 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 · 20242
MARINER RETIREMENT ADVISORS LLC · Investment advisory (plan)$37,282

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

Administrative cost history3
2024$135,730 · 0.90%
2023$95,507 · 0.72%
2022$82,298 · 0.57%
Same employer
Similar plansWholesale Trade · Florida
Nipro Medical Corporation FL$17.5M · 0.19%
Daher Aircraft, Inc. FL$16.7M · 0.67%
American Gift Corporation FL$16.6M · 0.00%
Dedc, Inc. FL$15.6M · 0.04%
H.A. Motors LLP FL$14.6M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160809645 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.