Plan Ledger DOL Form 5500 · updated monthly

Jmb-Iii Holdco, Inc401(k)

JMB-III HOLDCO, INC. 401(K) PLAN · LAWRENCEVILLE, GA · plan year 2024

Reported admin expense ratio · 2024
0.30%

Jmb-Iii Holdco, Inc reported $43,169 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. 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.

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 among the smaller plans on file in Georgia (1,575th of 2,160), and 9,574th of 11,654 in professional & technical services. In 2024, employees put in $1.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,548,806
Participants with balances141
Active participants0
Employer contributions$985,799
Employee contributions$1,477,294
Employer contribution per active participant—
Average account balance$39,353
Benefits paid to participants$24,036,922
Plan auditQualified audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,894
Investment management$2,275
Total administrative$43,169
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
ASCENSUS LLC · Loan processing · Recordkeeping$40,894
NEXTCAPITAL GROUP, INC. · Investment advisory (plan)$2,275

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

Administrative cost history1
2024$43,169 · 0.30%
Similar plansProfessional & Technical Services · Georgia
Campbell & Brannon LLC GA$6.0M · 0.02%
Ganuch, Inc. GA$5.2M · 0.40%
Acuitycfo GA$5.2M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 994997472 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.