Plan Ledger DOL Form 5500 · updated monthly

Jtm Foods, LLC401(k)

JTM FOODS, LLC 401(K) PLAN · ERIE, PA · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Jtm Foods, LLC reported $41,372 in plan administrative expenses for 2024: 0.75% of average plan assets, above the peer median. Employer contributions averaged $500 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 0.68% to 0.75%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,773rd of 3,651), and 10,790th of 13,661 in manufacturing. In 2024, employees put in $4.35 for every $1.00 the employer contributed; active participation has grown from 228 to 377 since 2022.

Plan summary
Net assets, end of year$5,812,250
Participants with balances486
Active participants377
Employer contributions$188,404
Employee contributions$820,067
Employer contribution per active participant$500
Average account balance$11,959
Benefits paid to participants$1,155,593
Plan auditUnmodified (clean) audit opinion
AuditorCHIAMPOU TRAVIS BESAW & KERSHNER
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 486 accts · $188K emplr
2023$5.3M · 340 accts · $169K emplr
2022$4.0M · 209 accts · $156K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,708
Investment management$11,664
Total administrative$41,372
The Jtm Foods, LLC 401(k) match · 2024
Employer contribution per active participant$500
Median for plans this size$1,313
2024$500 per active participant
2023$723 per active participant
2022$684 per active participant

Jtm Foods, LLC's 2024 employer contribution ran below the $1,313 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$29,708
CETERA INVESTMENT ADVISORS LLC · Investment advisory (plan)$10,726

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$41,372 · 0.75%
2023$31,253 · 0.67%
2022$27,203 · 0.68%
Same employer
Similar plansManufacturing · Pennsylvania
Wolfgang Operations, LLC PA$5.9M · 1.00%
Vygon Corporation PA$5.9M · 0.55%
Ohiopyle Prints, Inc. PA$5.8M · 0.49%
Intellicor, LLC PA$5.8M · 0.01%
Aog LLC dba Trufood Mfg PA$5.8M · 0.91%
Accrotool Inc PA$5.8M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274658693 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.