Plan Ledger DOL Form 5500 · updated monthly

Jetty National, Inc.401(k)

JETTY NATIONAL, INC. 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.22%

Jetty National, Inc. reported $12,301 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. 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 0.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in New York (4,259th of 5,648), and 4,365th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$6,137,474
Participants with balances237
Active participants125
Employer contributions—
Employee contributions$1,114,143
Employer contribution per active participant—
Average account balance$25,897
Benefits paid to participants$1,269,425
Plan auditUnmodified (clean) audit opinion
AuditorWITHUM SMITH + BROWN, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$6.1M · 237 accts
2023$5.2M · 250 accts
2022$4.0M · 223 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,425
Investment management$10,876
Total administrative$12,301
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 · 20241
BETTERMENT FOR BUSINESS, LLC · Investment advisory (plan)$12,301

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$12,301 · 0.22%
2023$10,713 · 0.23%
2022$10,297 · 0.26%
Similar plansFinance & Insurance · New York
Teg Federal Credit Union NY$6.4M · 0.78%
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Eb Employee Solutions LLC NY$6.2M · 0.07%
Qic US Management, Inc. NY$5.9M · 0.06%
Checkalt-Eras, LLC NY$5.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810797432 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.