Plan Ledger DOL Form 5500 · updated monthly

Jones Lumber Company, Inc401(k)

JONES LUMBER COMPANY, INC PROFIT SHARING 401(K) PLAN · LYNWOOD, CA · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Jones Lumber Company, Inc reported $42,434 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $724 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 0.33% to 0.31%. 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 4,392nd-largest of 9,483 plans among California employers on file, and the 1,900th of 5,215 in retail trade. In 2024, employees put in $4.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,008,680
Participants with balances101
Active participants136
Employer contributions$98,517
Employee contributions$462,074
Employer contribution per active participant$724
Average account balance$148,601
Benefits paid to participants$328,568
Plan auditUnmodified (clean) audit opinion
AuditorROSE, SNYDER & JACOBS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 101 accts · $99K emplr
2023$12.5M · 101 accts · $89K emplr
2022$10.2M · 105 accts · $85K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,122
Investment management$32,312
Total administrative$42,434
The Jones Lumber Company, Inc 401(k) match · 2024
Employer contribution per active participant$724
Median for plans this size$2,416
2024$724 per active participant
2023$691 per active participant
2022$608 per active participant

Jones Lumber Company, 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
ASCENSUS LLC · Loan processing · Recordkeeping$10,122
RBC WEALTH MANAGEMENT · Investment advisory (plan)$32,312

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$42,434 · 0.31%
2023$37,644 · 0.33%
2022$41,841 · 0.33%
Same employer
Similar plansRetail Trade · California
Janie and Jack, LLC CA$15.2M · 0.54%
Don Roberto Jewelers Inc CA$15.1M · 0.15%
Ly Brothers Corporation CA$15.0M · 0.30%
Citrus Motors Ontario, Inc. CA$14.9M · 0.38%
Windsor Fashions, Inc. CA$14.8M · 1.44%
Wine.com CA$14.7M · 0.60%
Robert a. Smith, Inc. CA$14.5M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 950885570 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.