Plan Ledger DOL Form 5500 · updated monthly

Jcj-Raleigh, LLC401(k)

JCJ-RALEIGH, LLC 401(K) PLAN · BIRMINGHAM, AL · plan year 2024

Reported admin expense ratio · 2024
1.28%

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

Jcj-Raleigh, LLC reported $62,333 in plan administrative expenses for 2024: 1.28% of average plan assets, higher than ~90% of peers. Employer contributions averaged $381 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 3 years on file its reported administrative ratio has held roughly steady near 1.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Alabama (617th of 902), and 1,491st of 2,096 in real estate & leasing. In 2024, employees put in $7.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,217,513
Participants with balances266
Active participants260
Employer contributions$99,120
Employee contributions$730,432
Employer contribution per active participant$381
Average account balance$19,615
Benefits paid to participants$637,600
Plan auditUnmodified (clean) audit opinion
AuditorCAMERON TRAVIS & COMPANY, P.C
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 266 accts · $99K emplr
2023$4.5M · 415 accts · $93K emplr
2022$3.5M · 404 accts · $75K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,320
Investment management$23,989
Total administrative$62,333
The Jcj-Raleigh, LLC 401(k) match · 2024
Employer contribution per active participant$381
Median for plans this size$1,313
2024$381 per active participant
2023$341 per active participant
2022$290 per active participant

Jcj-Raleigh, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$35,289
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan)$23,989

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$62,333 · 1.28%
2023$50,245 · 1.26%
2022$49,017 · 1.34%
Same employer
Similar plansReal Estate & Leasing · Alabama
Crowne Partners, Inc. AL$6.5M · 0.32%
Bayer Properties, L.L.C. AL$6.2M · 0.70%
South Oak Title HR LLC AL$5.0M · 0.10%
Caliza LLC AL$3.9M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 631284962 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.