Plan Ledger DOL Form 5500 · updated monthly

Jts Financial Services, LLC401(k)

JTS FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN · LITTLE ROCK, AR · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

Jts Financial Services, LLC reported $56,825 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,177 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 3 years on file its reported administrative ratio has held roughly steady near 0.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Arkansas (261st of 456), and 4,225th of 4,798 in finance & insurance. In 2024, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,524,577
Participants with balances3
Active participants146
Employer contributions$317,896
Employee contributions$561,160
Employer contribution per active participant$2,177
Average account balance$2,508,192
Benefits paid to participants$226,263
Plan auditUnmodified (clean) audit opinion
AuditorLANDMARK PLC, CERTIFIED PUBLIC ACCO
Plan history2
Yearassets · accounts · employer contribution
2024$7.5M · 3 accts · $318K emplr
2022$4.6M · 96 accts · $246K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,024
Investment management$28,801
Total administrative$56,825
The Jts Financial Services, LLC 401(k) match · 2024
Employer contribution per active participant$2,177
Median for plans this size$1,313
2024$2,177 per active participant
2022$2,435 per active participant

Jts Financial Services, LLC's 2024 employer contribution ran above the $1,313 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 · 20242
JOHN HANCOCK LIFE INSURANCE CO USA · Recordkeeping · Investment management$898
MERIDIAN MANAGEMENT · Investment advisory (participants)$28,801

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

Administrative cost history2
2024$56,825 · 0.84%
2022$40,747 · 0.88%
Similar plansFinance & Insurance · Arkansas
Union Bank AR$9.7M · 0.38%
Malvern National Bank AR$8.8M · 0.17%
Stone Bank AR$7.7M · 0.09%
First Service Bank AR$7.6M · 0.17%
Today's Bank AR$4.7M · 0.19%
Acretrader, Inc. AR$1.5M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203385906 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.