Plan Ledger DOL Form 5500 · updated monthly

Jsb Management Company401(k)

CHARLES BLALOCK & SONS INC 401K PROFIT SHARING PLAN · SEVIERVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Jsb Management Company reported $95,461 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $497 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 0.38% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 422nd-largest of 1,496 plans among Tennessee employers on file, and the 4,205th of 11,654 in professional & technical services. In 2024, employees put in $5.47 for every $1.00 the employer contributed; active participation has grown from 846 to 989 since 2022.

Plan summary
Net assets, end of year$29,687,683
Participants with balances878
Active participants989
Employer contributions$491,597
Employee contributions$2,686,778
Employer contribution per active participant$497
Average account balance$33,813
Benefits paid to participants$1,205,916
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.7M · 878 accts · $492K emplr
2023$24.7M · 809 accts · $436K emplr
2022$20.3M · 763 accts · $366K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,583
Trustee / custodial$47,878
Total administrative$95,461
The Jsb Management Company 401(k) match · 2024
Employer contribution per active participant$497
Median for plans this size$2,416
2024$497 per active participant
2023$471 per active participant
2022$433 per active participant

Jsb Management Company'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 · 20241
THE TRUST COMPANY OF TENNESSEE · Recordkeeping · Trustee$95,461

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

Recordkeeper by year2
2024THE TRUST COMPANY OF TENNESSEE
2023THE TRUST COMPANY OF TENNESSEE

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

Administrative cost history3
2024$95,461 · 0.35%
2023$83,708 · 0.37%
2022$85,154 · 0.38%
Similar plansProfessional & Technical Services · Tennessee
Strata-G, LLC TN$32.5M · 0.28%
Emma, Inc. TN$31.3M · 0.30%
The Tombras Group TN$29.2M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621407559 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.