Plan Ledger DOL Form 5500 · updated monthly

Jm Search & Company, Inc.401(k)

JM SEARCH & COMPANY, INC. 401(K) PROFIT SHARING PLAN · KING OF PRUSSIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Jm Search & Company, Inc. reported $72,939 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $13,327 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 1 year on file its reported administrative ratio fell from 0.24% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 946th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,259th of 11,654 in professional & technical services. In 2024, employees put in $1.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,686,951
Participants with balances223
Active participants194
Employer contributions$2,585,492
Employee contributions$2,644,754
Employer contribution per active participant$13,327
Average account balance$182,453
Benefits paid to participants$809,789
Plan auditUnmodified (clean) audit opinion
AuditorMCKONLY & ASBURY
Plan history2
Yearassets · accounts · employer contribution
2024$40.7M · 223 accts · $2.6M emplr
2023$30.9M · 183 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,939
Investment management$40,000
Total administrative$72,939
The Jm Search & Company, Inc. 401(k) match · 2024
Employer contribution per active participant$13,327
Median for plans this size$2,416
2024$13,327 per active participant
2023$19,134 per active participant

Jm Search & Company, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
PCS RETIREMENT, LLC · Claims processing · Contract administrator$32,939
LEGACY ADVISORS, LLC · Investment advisory (participants)$40,000

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

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

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

Administrative cost history2
2024$72,939 · 0.20%
2023$61,231 · 0.24%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Novatech, L.L.C. PA$42.8M · 0.02%
Magna Legal Services, LLC PA$40.5M · 0.38%
Verinext Corp. PA$39.8M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232793409 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.