Plan Ledger DOL Form 5500 · updated monthly

Jtw Omaha Movers, Inc401(k)

JTW MOVERS, INC. 401(K) · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
1.96%

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

Jtw Omaha Movers, Inc reported $26,586 in plan administrative expenses for 2024: 1.96% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,064 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 2.30% to 1.96%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Nebraska (534th of 565), and 1,922nd of 2,096 in real estate & leasing. In 2024, employees put in $1.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,465,596
Participants with balances300
Active participants70
Employer contributions$74,454
Employee contributions$89,455
Employer contribution per active participant$1,064
Average account balance$4,885
Benefits paid to participants$107,425
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.5M · 300 accts · $74K emplr
2023$1.3M · 285 accts · $84K emplr
2022$952K · 271 accts · $82K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,586
Total administrative$26,586
The Jtw Omaha Movers, Inc 401(k) match · 2024
Employer contribution per active participant$1,064
Median for plans this size$1,313
2024$1,064 per active participant
2023$1,201 per active participant
2022$1,165 per active participant

Jtw Omaha Movers, Inc's 2024 employer contribution ran below 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
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping$1,275
LINCOLN RETIREMENT SERVICES · Contract administrator$25,311

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

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES
2023ADMIN. GROUP, LLC DBA TAG RESOURCES

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Administrative cost history3
2024$26,586 · 1.96%
2023$24,896 · 2.26%
2022$23,529 · 2.30%
Similar plansReal Estate & Leasing · Nebraska
Slosburg Company NE$10.7M · 0.28%
Houwzer PA$1.5M · 0.02%
Hegg Companies, Inc SD$1.5M · 0.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473431605 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.