Plan Ledger DOL Form 5500 · updated monthly

Jlb Corporation401(k)

JLB CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Jlb Corporation reported $57,614 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $24 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 0.50% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Missouri (756th of 1,393), and 3,706th of 4,798 in finance & insurance. In 2024, employees put in $252.60 for every $1.00 the employer contributed; active participation has shrunk from 79 to 52 since 2022.

Plan summary
Net assets, end of year$12,780,572
Participants with balances84
Active participants52
Employer contributions$1,251
Employee contributions$316,002
Employer contribution per active participant$24
Average account balance$152,150
Benefits paid to participants$1,511,791
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI
Plan history3
Yearassets · accounts · employer contribution
2024$12.8M · 84 accts · $1K emplr
2023$12.0M · 104 accts
2022$11.5M · 135 accts · $447K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,520
Investment management$55,094
Total administrative$57,614
The Jlb Corporation 401(k) match · 2024
Employer contribution per active participant$24
Median for plans this size$2,416
2024$24 per active participant
2022$5,655 per active participant

Jlb Corporation's 2024 employer contribution ran below the $2,416 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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$2,520
UBS FINANCIAL SERVICES INC. · Investment advisory (plan)$55,094

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$57,614 · 0.47%
2023$54,277 · 0.46%
2022$65,969 · 0.50%
Similar plansFinance & Insurance · Missouri
Cms Operations, LLC MO$15.7M · 0.66%
Btc Bank MO$13.7M · 0.22%
Maries County Bancorp, Inc. MO$12.8M · 0.40%
Hnb National Bank MO$12.2M · 0.32%
Larson Financial Group, LLC MO$12.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431901144 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.