Plan Ledger DOL Form 5500 · updated monthly

Jts Enterprises of Tampa, Limited401(k)

THE CASPERS COMPANY 401(K) PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Jts Enterprises of Tampa, Limited reported $45,397 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $308 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 0.40% to 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 1,766th-largest of 3,644 plans among Florida employers on file, and the 549th of 2,240 in accommodation & food services. In 2024, employees put in $2.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,115,363
Participants with balances218
Active participants569
Employer contributions$175,154
Employee contributions$444,439
Employer contribution per active participant$308
Average account balance$46,401
Benefits paid to participants$1,006,883
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 218 accts · $175K emplr
2023$8.7M · 248 accts · $320K emplr
2022$9.5M · 282 accts · $280K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,276
Investment management$20,121
Total administrative$45,397
The Jts Enterprises of Tampa, Limited 401(k) match · 2024
Employer contribution per active participant$308
Median for plans this size$1,313
2024$308 per active participant
2023$611 per active participant
2022$493 per active participant

Jts Enterprises of Tampa, Limited'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 · 20244
PSI ADVISORS LLC · Investment advisory (plan)$10,704
EMPOWER ADVISORY GROUP, LLC · Investment management$9,417

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$45,397 · 0.48%
2023$41,461 · 0.46%
2022$44,849 · 0.40%
Same employer
Similar plansAccommodation & Food Services · Florida
Briggs Management LLC FL$11.4M · 0.35%
Travel Traders Hotels Inc FL$11.2M · 0.35%
Carmines Bakery LLC FL$9.6M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591682499 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.