Plan Ledger DOL Form 5500 · updated monthly

Jms Group, LLC401(k)

JMS GROUP, LLC 401(K) PLAN · GLEN ALLEN, VA · plan year 2022

Reported admin expense ratio · 2022
0.86%

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

Jms Group, LLC reported $17,706 in plan administrative expenses for 2022: 0.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Virginia (2,093rd of 2,266), and 2,093rd of 2,199 in information & media.

Plan summary
Net assets, end of year$1,912,657
Participants with balances28
Active participants114
Employer contributions$0
Employee contributions$190,275
Employer contribution per active participant$0
Average account balance$68,309
Benefits paid to participants$47,259
Plan auditUnmodified (clean) audit opinion
AuditorWELLS, COLEMAN & COMPANY, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$17,706
Total administrative$17,706
The Jms Group, LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Jms Group, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$17,706 · 0.86%
Same employer
Similar plansInformation & Media · Virginia
Virginia Everywhere, LLC VA$3.0M · 0.84%
Gennext Media, Inc. VA$2.5M · 1.36%
Prominds Inc. VA$2.1M · 0.75%
Max Management II, LLC VA$2.1M · 0.99%
Pulse Broadband, LLC VA$1.7M · 0.14%
Wahid, Inc. VA$1.3M · 0.88%
Cdyne Corporation VA$860K · 0.61%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 264834018 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.