Plan Ledger DOL Form 5500 · updated monthly

Jottan, Inc.401(k)

JOTTAN, INC. RETIREMENT SAVINGS PLAN · DELRAN, NJ · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Jottan, Inc. reported $91,777 in plan administrative expenses for 2024: 0.78% of average plan assets, higher than ~90% of peers. Employer contributions averaged $10,084 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 rose from 0.71% to 0.78%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in New Jersey (1,397th of 2,419), and 2,791st of 5,337 in construction. In 2024, the employer put in $4.82 for every $1.00 employees contributed themselves; active participation has shrunk from 104 to 80 since 2022.

Plan summary
Net assets, end of year$12,086,438
Participants with balances142
Active participants80
Employer contributions$806,754
Employee contributions$167,209
Employer contribution per active participant$10,084
Average account balance$85,116
Benefits paid to participants$1,467,022
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 142 accts · $807K emplr
2023$11.3M · 143 accts · $669K emplr
2022$9.8M · 155 accts · $896K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,010
Investment management$33,157
Total administrative$91,777
The Jottan, Inc. 401(k) match · 2024
Employer contribution per active participant$10,084
Median for plans this size$2,416
2024$10,084 per active participant
2023$7,867 per active participant
2022$8,612 per active participant

Jottan, Inc.'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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$15,308
DUNBAR, BENDER AND ZAPF, INC. · Recordkeeping · Loan processing$11,650
TAG RESOURCES, LLC · Recordkeeping · Loan processing$11,055
LPL FINANCIAL CORPORATION · Investment advisory (plan)$33,157
TORRILLO & ASSOCIATES LLC · Accounting / audit$20,607

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

Recordkeeper by year2
2024DUNBAR, BENDER AND ZAPF, INC., TAG RESOURCES, LLC, Transamerica
2023DUNBAR, BENDER AND ZAPF, INC, TAG RESOURCES, LLC, Transamerica

This plan has changed recordkeepers within these filings. If you left Jottan, 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$91,777 · 0.78%
2023$84,667 · 0.80%
2022$75,363 · 0.71%
Similar plansConstruction · New Jersey
A.C.T. Lighting, Inc. NJ$13.8M · 0.38%
Vollers, Inc. NJ$12.3M · 0.36%
Verrex LLC NJ$11.2M · 0.31%
Salomone Bros., Inc. NJ$10.4M · 0.02%
Edgewood Properties, Inc. NJ$10.0M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222768915 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.