Plan Ledger DOL Form 5500 · updated monthly

Jma Solutions, LLC401(k)

JMA SOLUTIONS, LLC 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

Jma Solutions, LLC reported $66,297 in plan administrative expenses for 2024: 0.73% of average plan assets, above the peer median. Employer contributions averaged $3,041 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 0.70% to 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in District of Columbia (453rd of 618), and 8,220th of 11,654 in professional & technical services. In 2024, employees put in $2.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,294,695
Participants with balances115
Active participants98
Employer contributions$297,970
Employee contributions$803,671
Employer contribution per active participant$3,041
Average account balance$80,823
Benefits paid to participants$1,545,819
Plan auditUnmodified (clean) audit opinion
AuditorPENAN & SCOTT, PC
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 115 accts · $298K emplr
2023$8.8M · 125 accts · $299K emplr
2022$8.9M · 131 accts · $326K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,676
Investment management$17,621
Total administrative$66,297
The Jma Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$3,041
Median for plans this size$1,313
2024$3,041 per active participant
2023$2,796 per active participant
2022$3,257 per active participant

Jma Solutions, LLC's 2024 employer contribution ran above the $1,313 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
WEALTHCARE ADVISORY PARTNERS LLC · Investment advisory (plan)$43,816
LINCOLN NATIONAL CORPORATION · Contract administrator$19,150

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$66,297 · 0.73%
2023$63,343 · 0.72%
2022$66,887 · 0.70%
Similar plansProfessional & Technical Services · District of Columbia
Cgh Technologies, Inc. DC$9.4M · 0.81%
The Clearing, Inc. DC$9.4M · 0.84%
Churnzero, Inc DC$9.0M · 0.45%
Clutch Co. LLC dba Clutch DC$8.9M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472815850 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.