Plan Ledger DOL Form 5500 · updated monthly

John Fayard Moving and Warehousing, LLC401(k)

JOHN FAYARD MOVING AND WAREHOUSING, LLC 401K PROFIT SHARING PLAN · GULFPORT, MS · plan year 2024

Reported admin expense ratio · 2024
0.98%

John Fayard Moving and Warehousing, LLC reported $13,013 in plan administrative expenses for 2024: 0.98% of average plan assets, higher than ~75% of peers. 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 fell from 1.11% to 0.98%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Mississippi (342nd of 367), and 2,238th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$1,348,073
Participants with balances119
Active participants132
Employer contributions—
Employee contributions$111,854
Employer contribution per active participant—
Average account balance$11,328
Benefits paid to participants$203,325
Plan auditUnmodified (clean) audit opinion
AuditorT.E. LOTT & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$1.3M · 119 accts
2023$1.3M · 137 accts
2022$1.1M · 148 accts · $644 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$678
Trustee / custodial$12,335
Total administrative$13,013
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
HANCOCK WHITNEY BANK · Recordkeeping · Trustee$13,031

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

Recordkeeper by year2
2024HANCOCK WHITNEY BANK
2023HANCOCK WHITNEY BANK

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Administrative cost history3
2024$13,013 · 0.98%
2023$13,257 · 1.07%
2022$13,488 · 1.11%
Similar plansTransportation & Warehousing · Mississippi
Royal Trucking Company MS$2.1M · 3.32%
Uniphar USA Inc. MS$1.6M · 0.01%
McH Transportation Co. MS$1.5M · 0.99%
Dee King Trucking, LP TX$1.4M · 1.25%
Air China Limited CA$1.4M · 0.53%
Madden Corporation CA$1.4M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640922704 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.