Plan Ledger DOL Form 5500 · updated monthly

Jje Capital Holdings, LLC401(k)

JJE CAPITAL HOLDINGS, LLC 401(K) PLAN · COLUMBIA, SC · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Jje Capital Holdings, LLC reported $84,509 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $1,494 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 0.85% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 235th-largest of 807 plans among South Carolina employers on file, and the 1,287th of 5,215 in retail trade. In 2024, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,331,882
Participants with balances1,779
Active participants1,711
Employer contributions$2,556,161
Employee contributions$3,415,184
Employer contribution per active participant$1,494
Average account balance$13,115
Benefits paid to participants$1,976,890
Plan auditUnmodified (clean) audit opinion
AuditorBAUKNIGHT, PIETRAS AND STORMER
Plan history2
Yearassets · accounts · employer contribution
2024$23.3M · 1,779 accts · $2.6M emplr
2022$9.7M · 1,027 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,710
Investment management$31,799
Total administrative$84,509
The Jje Capital Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,494
Median for plans this size$2,416
2024$1,494 per active participant
2022$1,339 per active participant

Jje Capital Holdings, LLC'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
FIRST CITIZENS BANK AND TRUST COMPA · Investment advisory (plan)$29,463
EMPOWER ADVISORY GROUP, LLC · Investment management$2,336

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

Administrative cost history2
2024$84,509 · 0.44%
2022$74,841 · 0.85%
Same employer
Similar plansRetail Trade · South Carolina
The Greenery, Inc. SC$40.7M · 0.13%
The Spinx Company, Inc. SC$39.3M · 0.61%
Dick Smith Automotive Group SC$28.5M · 0.10%
Applegreen Companies SC$20.3M · 0.81%
Bestdrive, LLC SC$16.0M · 0.25%
Basware Inc SC$15.9M · 0.50%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 823094078 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.