Plan Ledger DOL Form 5500 · updated monthly

Jet Specialty, Inc.401(k)

JET SPECIALTY, INC. 401(K) RETIREMENT PLAN · BOERNE, TX · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Jet Specialty, Inc. reported $38,723 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $2,130 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 0.26% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,199th-largest of 5,688 plans among Texas employers on file, and the 2,113th of 4,246 in wholesale trade. In 2024, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,531,947
Participants with balances252
Active participants413
Employer contributions$879,542
Employee contributions$1,425,841
Employer contribution per active participant$2,130
Average account balance$69,571
Benefits paid to participants$1,269,429
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.5M · 252 accts · $880K emplr
2023$14.5M · 246 accts · $841K emplr
2022$12.0M · 254 accts · $765K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$667
Investment management$38,056
Total administrative$38,723
The Jet Specialty, Inc. 401(k) match · 2024
Employer contribution per active participant$2,130
Median for plans this size$2,416
2024$2,130 per active participant
2023$2,197 per active participant
2022$1,993 per active participant

Jet Specialty, 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 · 20243
OSAIC WEALTH INC · Investment advisory (plan)$29,686
CETERA INVESTMENT ADVISORS LLC · Investment advisory (plan)$8,370

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$38,723 · 0.24%
2023$28,917 · 0.22%
2022$36,303 · 0.26%
Same employer
Similar plansWholesale Trade · Texas
Synergy Enterprises, Inc. TX$19.2M · 0.40%
I-Pro Americas Inc. TX$19.1M · 0.02%
David Sutherland, LLC TX$18.5M · 0.72%
McCoy-Rockford, Inc. TX$17.6M · 0.40%
1155-55H Partners, LLC TX$17.5M · 0.08%
Intergulf Corporation TX$17.3M · 0.60%
J.L. Carr Enterprises, Inc. TX$17.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752408914 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.