Plan Ledger DOL Form 5500 · updated monthly

Massy Stores (USA) LLC401(k)

ROWE'S IGA LLC 401(K) PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Massy Stores (USA) LLC reported $1,886 in plan administrative expenses for 2024: 0.20% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,475 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Florida (3,374th of 3,644), and 4,973rd of 5,215 in retail trade. In 2024, employees put in $1.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$938,642
Participants with balances309
Active participants282
Employer contributions$415,885
Employee contributions$538,469
Employer contribution per active participant$1,475
Average account balance$3,038
Benefits paid to participants$49,864
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Investment management$1,886
Total administrative$1,886
The Massy Stores (USA) LLC 401(k) match · 2024
Employer contribution per active participant$1,475
Median for plans this size$540

Massy Stores (USA) LLC's 2024 employer contribution ran above the $540 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.

Administrative cost history1
2024$1,886 · 0.20%
Same employer
Similar plansRetail Trade · Florida
Liquor Management, LLC FL$1.2M · 1.09%
Frenvey, Inc. FL$1.2M · 1.63%
Community Markets Inc. FL$1.0M · 1.02%
Agropec Trading, LLC FL$787K · 1.66%
The Dingman Group, Inc. FL$766K · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 884339700 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.