Plan Ledger DOL Form 5500 · updated monthly

John J Jerue Truck Broker401(k)

JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST · LAKELAND, FL · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

John J Jerue Truck Broker reported $153,273 in plan administrative expenses for 2024: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $6,307 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 2 years on file its reported administrative ratio fell from 0.69% to 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 938th-largest of 3,644 plans among Florida employers on file, and the 627th of 2,677 in transportation & warehousing. In 2024, employees put in $1.14 for every $1.00 the employer contributed; active participation has shrunk from 196 to 170 since 2022.

Plan summary
Net assets, end of year$25,155,611
Participants with balances165
Active participants170
Employer contributions$1,072,237
Employee contributions$1,221,623
Employer contribution per active participant$6,307
Average account balance$152,458
Benefits paid to participants$1,504,154
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.2M · 165 accts · $1.1M emplr
2023$21.7M · 190 accts · $1.2M emplr
2022$17.8M · 201 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$90,373
Investment management$62,900
Total administrative$153,273
The John J Jerue Truck Broker 401(k) match · 2024
Employer contribution per active participant$6,307
Median for plans this size$2,416
2024$6,307 per active participant
2023$5,872 per active participant
2022$5,986 per active participant

John J Jerue Truck Broker's 2024 employer contribution ran above the $2,416 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 · 20244
UBS FINANCIAL SERVICES, INC. · Investment advisory (plan)$56,142
RETIREMENT SOLUTIONS SPECIALISTS · Contract administrator$11,948
EMPOWER ADVISORY GROUP, LLC · Investment management$1,760

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

Administrative cost history3
2024$153,273 · 0.65%
2023$129,766 · 0.66%
2022$125,140 · 0.69%
Similar plansTransportation & Warehousing · Florida
Gulf Air Group, Inc. FL$30.4M · 0.25%
Amports, Inc. FL$26.4M · 0.31%
Srtv Holdings LLC FL$23.1M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591858040 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.