Plan Ledger DOL Form 5500 · updated monthly

Jvm Realty Corporation401(k)

JVM REALTY CORPORATION EMPLOYEES' 401(K) PLAN AND TRUST · OAK BROOK, IL · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Jvm Realty Corporation reported $57,893 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. Employer contributions averaged $3,420 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 0.52% to 0.78%. 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 Illinois (2,617th of 3,702), and 1,264th of 2,096 in real estate & leasing. In 2024, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,899,390
Participants with balances358
Active participants145
Employer contributions$495,847
Employee contributions$670,174
Employer contribution per active participant$3,420
Average account balance$22,065
Benefits paid to participants$1,166,791
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 358 accts · $496K emplr
2023$7.0M · 255 accts · $423K emplr
2022$6.0M · 265 accts · $359K emplr
Administrative expenses, itemized · 2024
Investment management$57,893
Total administrative$57,893
The Jvm Realty Corporation 401(k) match · 2024
Employer contribution per active participant$3,420
Median for plans this size$1,313
2024$3,420 per active participant
2023$2,784 per active participant
2022$2,657 per active participant

Jvm Realty Corporation's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20243
HAYS FINANCIAL GROUP LLC · Investment advisory (plan)$21,355
TSC 401K · Contract administrator$11,387

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$57,893 · 0.78%
2023$50,869 · 0.78%
2022$32,486 · 0.52%
Similar plansReal Estate & Leasing · Illinois
New Home Star Corp. IL$8.2M · 0.28%
Marc Realty IL$7.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362841707 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.