Plan Ledger DOL Form 5500 · updated monthly

Jmjs, Inc. dba Coe Distributing401(k)

COE DISTRIBUTING 401(K) PROFIT SHARING PLAN · SMOCK, PA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Jmjs, Inc. dba Coe Distributing reported $4,143 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,089 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 rose from 0.05% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,553rd of 3,651), and 3,248th of 4,246 in wholesale trade. In 2024, the employer put in $1.69 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$7,722,953
Participants with balances140
Active participants102
Employer contributions$723,064
Employee contributions$428,707
Employer contribution per active participant$7,089
Average account balance$55,164
Benefits paid to participants$445,922
Plan auditUnmodified (clean) audit opinion
AuditorSISTERSON & CO LLP
Plan history2
Yearassets · accounts · employer contribution
2024$7.7M · 140 accts · $723K emplr
2023$6.2M · 135 accts · $624K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,143
Total administrative$4,143
The Jmjs, Inc. dba Coe Distributing 401(k) match · 2024
Employer contribution per active participant$7,089
Median for plans this size$1,313
2024$7,089 per active participant
2023$6,368 per active participant

Jmjs, Inc. dba Coe Distributing'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
DUNBAR, BENDER & ZAPF, INC. · Contract administrator$4,000
CAPITAL GROUP RETIREMENT PLAN SERVI$1,625

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

Administrative cost history2
2024$4,143 · 0.06%
2023$2,560 · 0.05%
All plans at this employer2
COE DISTRIBUTING 401(K) PROFIT SHARING PLAN401(k)
COE DISTRIBUTING EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansWholesale Trade · Pennsylvania
R.J. Walker Co., Inc PA$8.3M · 0.08%
Arley Wholesale, Inc. PA$8.2M · 0.72%
Baudax Bio, Inc. PA$8.1M · 0.18%
Jerome H. Rhoads, Inc. PA$7.5M · 0.13%
Capp Management LLC PA$7.1M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271572756 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.