Plan Ledger DOL Form 5500 · updated monthly

Jupiter Christian School, Inc.401(k)

JUPITER CHRISTIAN SCHOOL, INC. 401(K) RETIREMENT PLAN · JUPITER, FL · plan year 2024

Reported admin expense ratio · 2024
1.18%

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

Jupiter Christian School, Inc. reported $35,241 in plan administrative expenses for 2024: 1.18% of average plan assets, higher than ~75% of peers. Employer contributions averaged $865 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 1.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Florida (2,829th of 3,644), and 2,688th of 3,091 in educational services. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has grown from 197 to 242 since 2022.

Plan summary
Net assets, end of year$3,282,722
Participants with balances131
Active participants242
Employer contributions$209,311
Employee contributions$417,577
Employer contribution per active participant$865
Average account balance$25,059
Benefits paid to participants$361,533
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 131 accts · $209K emplr
2023$2.7M · 126 accts · $223K emplr
2022$1.8M · 109 accts · $145K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,737
Investment management$1,504
Total administrative$35,241
The Jupiter Christian School, Inc. 401(k) match · 2024
Employer contribution per active participant$865
Median for plans this size$1,313
2024$865 per active participant
2023$1,041 per active participant
2022$736 per active participant

Jupiter Christian School, 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 · 20243
TRANSAMERICA FIN. LIFE INS. CO. · Recordkeeping · Loan processing$22,225
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$11,512
RPA FINANCIAL LLC · Investment advisory (plan)$1,504

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, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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

Administrative cost history3
2024$35,241 · 1.18%
2023$31,696 · 1.43%
2022$20,998 · 1.19%
Same employer
Similar plansEducational Services · Florida
Dayspring Academy FL$3.6M · 0.17%
Academy at the Farm, Inc. FL$3.6M · 0.04%
Agmus Ventures Inc FL$3.3M · 0.53%
Indtai Inc FL$3.1M · 0.93%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 591109899 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.