Plan Ledger DOL Form 5500 · updated monthly

Jcm Industries, Inc.401(k)

JCM INDUSTRIES, INC. DBA ADVANCE STORAGE PRODUCTS 401(K) PROFIT SHARING PLAN · HUNTINGTON BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Jcm Industries, Inc. reported $50,690 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $1,527 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 0.41% to 0.35%. 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 4,286th-largest of 9,483 plans among California employers on file, and 6,903rd of 13,661 in manufacturing. In 2024, employees put in $3.20 for every $1.00 the employer contributed; active participation has grown from 246 to 279 since 2022.

Plan summary
Net assets, end of year$15,652,278
Participants with balances337
Active participants279
Employer contributions$426,123
Employee contributions$1,364,183
Employer contribution per active participant$1,527
Average account balance$46,446
Benefits paid to participants$1,909,912
Plan auditUnmodified (clean) audit opinion
AuditorWRIGHT FORD YOUNG
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 337 accts · $426K emplr
2023$13.7M · 336 accts · $404K emplr
2022$11.1M · 326 accts · $319K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,469
Investment management$28,221
Total administrative$50,690
The Jcm Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$1,527
Median for plans this size$2,416
2024$1,527 per active participant
2023$1,559 per active participant
2022$1,297 per active participant

Jcm Industries, 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
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$28,221
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$22,469

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$50,690 · 0.35%
2023$51,182 · 0.41%
2022$48,725 · 0.41%
Same employer
Similar plansManufacturing · California
Spinal Elements, Inc. CA$15.8M · 0.18%
Embee Processing CA$15.7M · 0.10%
Cicon Engineering Inc CA$15.7M · 0.38%
Zspace, Inc. CA$15.6M · 0.02%
Jwc Environmental, Inc. CA$15.6M · 0.36%
Ayar Labs Inc CA$15.5M · 0.02%
Rivos Inc CA$15.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952661810 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.