Plan Ledger DOL Form 5500 · updated monthly

Jms Senior Living401(k)

JMS SENIOR LIVING 401(K) · JEFFERSON CITY, MO · plan year 2023

Reported admin expense ratio · 2023
0.66%

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

Jms Senior Living reported $6,562 in plan administrative expenses for 2023: 0.66% of average plan assets, above the peer median. Employer contributions averaged $484 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 0.29% to 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (1,329th of 1,393), and 10,883rd of 11,911 in health care & social assistance. In 2023, employees put in $3.63 for every $1.00 the employer contributed; active participation has shrunk from 184 to 75 since 2022.

Plan summary
Net assets, end of year$1,036,429
Participants with balances110
Active participants75
Employer contributions$36,289
Employee contributions$131,632
Employer contribution per active participant$484
Average account balance$9,422
Benefits paid to participants$355,589
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS-KEEPERS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$1.0M · 110 accts · $36K emplr
2022$965K · 118 accts · $65K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,725
Investment management$368
Total administrative$6,562
The Jms Senior Living 401(k) match · 2023
Employer contribution per active participant$484
Median for plans this size$1,308
2023$484 per active participant
2022$355 per active participant

Jms Senior Living's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ALERUS RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$6,562

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

Administrative cost history3
2024Not separately reported
2023$6,562 · 0.66%
2022$3,131 · 0.29%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Chosen Healthcare, LLC MO$1.1M · 0.19%
Garden View Care Center MO$843K · 1.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475385213 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.