Plan Ledger DOL Form 5500 · updated monthly

Jpw Industries, Inc.401(k)

JPW INDUSTRIES EMPLOYEES RETIREMENT PLAN · LA VERGNE, TN · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Jpw Industries, Inc. reported $128,876 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,031 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 0.61% to 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 477th-largest of 1,496 plans among Tennessee employers on file, and the 5,166th of 13,661 in manufacturing. In 2024, employees put in $3.21 for every $1.00 the employer contributed; active participation has shrunk from 304 to 263 since 2022.

Plan summary
Net assets, end of year$24,782,952
Participants with balances344
Active participants263
Employer contributions$534,033
Employee contributions$1,713,094
Employer contribution per active participant$2,031
Average account balance$72,043
Benefits paid to participants$2,775,601
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.8M · 344 accts · $534K emplr
2023$21.7M · 360 accts · $525K emplr
2022$18.4M · 364 accts · $494K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,255
Investment management$45,847
Audit (IQPA)$14,774
Total administrative$128,876
The Jpw Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$2,031
Median for plans this size$2,416
2024$2,031 per active participant
2023$1,823 per active participant
2022$1,624 per active participant

Jpw Industries, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$68,255
AON RETIREMENT PLAN · Investment advisory (plan)$45,847
SIKICH CPA LLC · Accounting / audit$14,774

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$128,876 · 0.56%
2023$121,429 · 0.61%
2022$120,948 · 0.61%
Same employer
Similar plansManufacturing · Tennessee
True Temper Sports, Inc. TN$26.4M · 0.27%
The Coats Company, LLC TN$25.8M · 0.08%
Crown Bakeries, LLC TN$25.2M · 0.63%
Penn a Kem LLC TN$25.0M · 0.20%
Huf North America TN$24.1M · 0.43%
Highly Marelli USA TN$23.3M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910725798 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.