Plan Ledger DOL Form 5500 · updated monthly

Jk Moving and Storage, Inc.401(k)

JK MOVING SERVICES & CAPRELO PROFIT SHARING & 401(K) PLAN · STERLING, VA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Jk Moving and Storage, Inc. reported $143,595 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $1,868 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 0.33% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 481st-largest of 2,266 plans among Virginia employers on file, and the 377th of 2,677 in transportation & warehousing. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has shrunk from 692 to 604 since 2022.

Plan summary
Net assets, end of year$51,076,729
Participants with balances1,182
Active participants604
Employer contributions$1,128,019
Employee contributions$2,304,046
Employer contribution per active participant$1,868
Average account balance$43,212
Benefits paid to participants$5,007,459
Plan auditUnmodified (clean) audit opinion
AuditorRUBINO & COMPANY, CHARTERED
Plan history3
Yearassets · accounts · employer contribution
2024$51.1M · 1,182 accts · $1.1M emplr
2023$46.9M · 1,150 accts · $1.1M emplr
2022$39.7M · 1,120 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,090
Investment management$63,505
Total administrative$143,595
The Jk Moving and Storage, Inc. 401(k) match · 2024
Employer contribution per active participant$1,868
Median for plans this size$2,416
2024$1,868 per active participant
2023$1,819 per active participant
2022$2,206 per active participant

Jk Moving and Storage, 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$80,090
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$55,468
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,037

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$143,595 · 0.29%
2023$145,380 · 0.34%
2022$141,845 · 0.33%
Same employer
Similar plansTransportation & Warehousing · Virginia
Estes Express Lines VA$161.0M · 0.16%
Lasership, Inc. VA$76.2M · 0.27%
K Line America, Inc. VA$52.2M · 0.04%
Avports LLC VA$39.7M · 0.12%
Hilldrup Companies, Inc VA$34.4M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541289302 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.