Plan Ledger DOL Form 5500 · updated monthly

Jep Management, Inc.401(k)

JEP MANAGEMENT & AFFILIATES 401(K) PLAN · WYNNEWOOD, PA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Jep Management, Inc. reported $27,260 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,448 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 0.07% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 702nd-largest of 3,651 plans among Pennsylvania employers on file, and the 2,816th of 13,661 in manufacturing. In 2024, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$58,279,734
Participants with balances550
Active participants378
Employer contributions$1,303,279
Employee contributions$2,642,162
Employer contribution per active participant$3,448
Average account balance$105,963
Benefits paid to participants$7,925,952
Plan auditUnmodified (clean) audit opinion
AuditorMGS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$58.3M · 550 accts · $1.3M emplr
2023$53.9M · 675 accts · $1.2M emplr
2022$45.9M · 673 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Investment management$22,477
Audit (IQPA)$7,636
Total administrative$27,260
The Jep Management, Inc. 401(k) match · 2024
Employer contribution per active participant$3,448
Median for plans this size$3,635
2024$3,448 per active participant
2023$3,180 per active participant
2022$2,786 per active participant

Jep Management, Inc.'s 2024 employer contribution ran below the $3,635 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$22,477
MGS, LLP · Accounting / audit$7,636
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$27,260 · 0.05%
2023$32,548 · 0.07%
2022$36,703 · 0.07%
Same employer
Similar plansManufacturing · Pennsylvania
Ptc Alliance LLC PA$59.1M · 0.40%
Paperworks Industries, Inc. PA$57.5M · 0.08%
McLanahan Corporation PA$57.4M · 0.05%
Greenleaf Corporation PA$56.6M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232589880 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.