Plan Ledger DOL Form 5500 · updated monthly

Journeypure Management Corp.401(k)

JOURNEYPURE MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN & TRUST · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
1.47%

Journeypure Management Corp. reported $9,610 in plan administrative expenses for 2024: 1.47% of average plan assets, above the peer median. 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 1.20% to 1.47%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Tennessee (1,432nd of 1,496), and 11,166th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$697,473
Participants with balances75
Active participants407
Employer contributions—
Employee contributions$100,425
Employer contribution per active participant—
Average account balance$9,300
Benefits paid to participants$85,581
Plan auditUnmodified (clean) audit opinion
AuditorWILKE & ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$697K · 75 accts
2023$609K · 84 accts
2022$466K · 92 accts
Administrative expenses, itemized · 2024
Investment management$9,610
Total administrative$9,610
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
JOHN HANCOCK LIFE INSURANCE · Recordkeeping$892
WELLS FARGO ADVISORS LLC · Investment advisory (participants)$3,195

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$9,610 · 1.47%
2023$8,070 · 1.50%
2022$6,259 · 1.20%
Similar plansHealth Care & Social Assistance · Tennessee
Prospect Inc. TN$767K · 1.69%
Mshn Enterprises, LLC TN$660K · 1.70%
Case Management, Inc. TN$532K · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465426153 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.