Plan Ledger DOL Form 5500 · updated monthly

Jenkins & Wynne, Inc.401(k)

JENKINS & WYNNE, INC. 401(K) RETIREMENT PLAN · CLARKSVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Jenkins & Wynne, Inc. reported $49,876 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $641 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 0.32% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Tennessee (773rd of 1,496), and the 2,282nd of 5,215 in retail trade. In 2024, employees put in $5.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,976,340
Participants with balances134
Active participants160
Employer contributions$102,547
Employee contributions$580,420
Employer contribution per active participant$641
Average account balance$89,376
Benefits paid to participants$1,186,240
Plan auditUnmodified (clean) audit opinion
AuditorSTONE, RUDOLPH, AND HENRY CPA
Plan history3
Yearassets · accounts · employer contribution
2024$12.0M · 134 accts · $103K emplr
2023$11.2M · 128 accts · $99K emplr
2022$9.7M · 140 accts · $106K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,790
Investment management$86
Total administrative$49,876
The Jenkins & Wynne, Inc. 401(k) match · 2024
Employer contribution per active participant$641
Median for plans this size$2,416
2024$641 per active participant
2023$667 per active participant
2022$719 per active participant

Jenkins & Wynne, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20244
STONES RIVER CONSULTING INC · Contract administrator$3,683
EMPOWER ADVISORY GROUP, LLC · Investment management$86
MML INVESTORS SERVICES LLCindirect comp

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$49,876 · 0.43%
2023$43,638 · 0.42%
2022$34,547 · 0.32%
Same employer
Similar plansRetail Trade · Tennessee
Jim Keras Buick Co., Inc. TN$13.9M · 0.25%
4PATRIOTS LLC TN$13.5M · 0.01%
Furrow Auction Company TN$12.7M · 0.68%
Coker Tire Company TN$11.5M · 0.66%
Reading for Education, LLC TN$11.4M · 0.06%
Friendship Automotive, Inc. TN$11.3M · 0.71%
McKay Used Books, Inc. TN$11.3M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620612605 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.