Plan Ledger DOL Form 5500 · updated monthly

Jf Martin Family Corporation401(k)

JF MARTIN FAMILY CORPORATION 401(K) PLAN · STEVENS, PA · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Jf Martin Family Corporation reported $25,155 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $406 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 0.23% to 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,966th of 3,651), and 11,553rd of 13,661 in manufacturing. In 2024, employees put in $3.27 for every $1.00 the employer contributed; active participation has shrunk from 717 to 469 since 2022.

Plan summary
Net assets, end of year$4,337,250
Participants with balances183
Active participants469
Employer contributions$190,362
Employee contributions$622,288
Employer contribution per active participant$406
Average account balance$23,701
Benefits paid to participants$636,216
Plan auditUnmodified (clean) audit opinion
AuditorSIMON LEVER, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 183 accts · $190K emplr
2023$3.6M · 196 accts · $201K emplr
2022$2.6M · 150 accts · $160K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,339
Investment management$13,816
Total administrative$25,155
The Jf Martin Family Corporation 401(k) match · 2024
Employer contribution per active participant$406
Median for plans this size$1,313
2024$406 per active participant
2023$262 per active participant
2022$224 per active participant

Jf Martin Family Corporation's 2024 employer contribution ran below the $1,313 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 · 20242
PROFESSIONAL CAPITAL SERVICES · Claims processing · Contract administrator$11,339
WORLD INVESTMENT ADVISORS, LLC · Investment advisory (plan)$13,816

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024PROFESSIONAL CAPITAL SERVICES
2023PROFESSIONAL CAPITAL SERVICES

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$25,155 · 0.63%
2023$17,662 · 0.57%
2022$5,491 · 0.23%
Same employer
Similar plansManufacturing · Pennsylvania
Donald B. Remmey, Inc. PA$4.5M · 0.28%
Ivc-Usa, Inc. PA$4.5M · 0.37%
Psb Industries, Inc. PA$4.2M · 0.01%
L & H Signs, Inc. PA$4.1M · 1.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231597115 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.