Plan Ledger DOL Form 5500 · updated monthly

Jre Holdings, Inc.401(k)

JRE & 4R EMPLOYEE RETIREMENT PLAN · ASHLAND, VA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Jre Holdings, Inc. reported $358,625 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $2,978 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 0.25% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 171st-largest of 2,266 plans among Virginia employers on file, and the 259th of 4,246 in wholesale trade. In 2024, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$181,653,445
Participants with balances2,292
Active participants1,985
Employer contributions$5,910,879
Employee contributions$11,943,224
Employer contribution per active participant$2,978
Average account balance$79,255
Benefits paid to participants$10,470,621
Plan auditUnmodified (clean) audit opinion
AuditorKCOE ISOM
Plan history3
Yearassets · accounts · employer contribution
2024$181.7M · 2,292 accts · $5.9M emplr
2023$148.5M · 2,139 accts · $3.9M emplr
2022$127.4M · 2,182 accts · $6.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$244,630
Investment management$113,995
Total administrative$358,625
The Jre Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$2,978
Median for plans this size$3,635
2024$2,978 per active participant
2023$2,166 per active participant
2022$3,159 per active participant

Jre Holdings, Inc.'s 2024 employer contribution ran below the $3,635 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$244,581
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$113,995
KCOE ISOM, LLP · Accounting / auditindirect comp

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$358,625 · 0.22%
2023$348,673 · 0.25%
2022$335,612 · 0.25%
Same employer
Similar plansWholesale Trade · Virginia
Owens & Minor, Inc. VA$993.5M · 0.15%
Fisher Auto Parts, Inc. VA$92.2M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 542016503 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.