Jerry's Building Materials, IncESOP
JERRY'S BUILDING MATERIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST · EUGENE, OR · plan year 2024
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Jerry's Building Materials, Inc reported $15,364 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,154 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 1 year on file its reported administrative ratio rose from 0.01% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 158th-largest of 1,021 plans among Oregon employers on file, and the 571st of 5,215 in retail trade.
Jerry's Building Materials, 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 930612307 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.