Plan Ledger DOL Form 5500 · updated monthly

Jx Enterprises, Inc.401(k)

JX ENTERPRISES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN · HARTLAND, WI · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Jx Enterprises, Inc. reported $182,808 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $2,421 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 0.25% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 244th-largest of 1,936 plans among Wisconsin employers on file, and the 454th of 4,246 in wholesale trade. In 2024, employees put in $2.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$91,814,704
Participants with balances1,605
Active participants1,071
Employer contributions$2,592,828
Employee contributions$6,291,946
Employer contribution per active participant$2,421
Average account balance$57,205
Benefits paid to participants$8,033,750
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$91.8M · 1,605 accts · $2.6M emplr
2023$78.7M · 1,468 accts · $2.4M emplr
2022$62.2M · 1,362 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$96,850
Investment management$67,983
Audit (IQPA)$17,975
Total administrative$182,808
The Jx Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$2,421
Median for plans this size$3,635
2024$2,421 per active participant
2023$2,190 per active participant
2022$2,101 per active participant

Jx Enterprises, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20246
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$96,850
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$67,983
CLIFTONLARSONALLEN LLC · Accounting / audit$17,975
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp
MID ATLANTIC CAPITAL CORP · Securities brokerageindirect comp
CHARLES SCHWAB & CO., INC. · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$182,808 · 0.21%
2023$174,816 · 0.25%
2022$167,454 · 0.25%
Same employer
Similar plansWholesale Trade · Wisconsin
Russel Metals Inc. WI$118.4M · 0.01%
Laforce, LLC WI$100.7M · 0.16%
School Specialty, LLC WI$99.0M · 0.27%
Frank Liquor Company, Inc. WI$91.3M · 0.21%
Ellsworth Corporation WI$82.6M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391157251 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.