Plan Ledger DOL Form 5500 · updated monthly

Jones Junction Inc401(k)

JONES JUNCTION INC 401(K) PROFIT SHARING PLAN & TRUST · BEL AIR, MD · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Jones Junction Inc reported $95,555 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. 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.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.444%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 585th-largest of 1,671 plans among Maryland employers on file, and the 1,288th of 5,215 in retail trade.

Plan summary
Net assets, end of year$23,272,428
Participants with balances545
Active participants510
Employer contributions$0
Employee contributions$2,397,556
Employer contribution per active participant$0
Average account balance$42,702
Benefits paid to participants$1,091,531
Plan auditUnmodified (clean) audit opinion
AuditorELLIN AND TUCKER,CHARTERED
Plan history3
Yearassets · accounts · employer contribution
2024$23.3M · 545 accts
2023$19.8M · 503 accts · $5K emplr
2022$15.6M · 479 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,521
Investment management$50,174
Trustee / custodial$860
Total administrative$95,555
The Jones Junction Inc 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Jones Junction Inc's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PAYCHEX, INC. · Recordkeeping$41,509
KELLY FINANCIAL GROUP LLC · Investment advisory (participants)$50,174

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

Recordkeeper by year2
2024Paychex
2023KELLY FINANCIAL GROUP LLC, Paychex

This plan has changed recordkeepers within these filings. If you left Jones Junction Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$95,555 · 0.44%
2023$77,354 · 0.44%
2022$70,292 · 0.44%
Same employer
Similar plansRetail Trade · Maryland
Fcn, Inc. MD$25.5M · 0.49%
A. C. and T. Co. Inc. MD$23.7M · 0.63%
Price Modern, LLC MD$20.8M · 0.56%
Mars Holdings, LLC MD$20.7M · 0.20%
Rrr, LLC MD$19.1M · 0.67%
Pella Mid-Atlantic Inc. MD$19.1M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520815262 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.