Plan Ledger DOL Form 5500 · updated monthly

R.A Jones & Co.401(k)

COESIA NORTH AMERICA 401(K) RETIREMENT SAVINGS PLAN · RICHMOND, VA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

R.A Jones & Co. reported $232,820 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $5,062 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 0.115%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 152nd-largest of 2,266 plans among Virginia employers on file, and the 1,111th of 13,661 in manufacturing. In 2024, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$213,876,555
Participants with balances989
Active participants910
Employer contributions$4,606,398
Employee contributions$7,480,851
Employer contribution per active participant$5,062
Average account balance$216,255
Benefits paid to participants$17,510,791
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$213.9M · 989 accts · $4.6M emplr
2023$191.3M · 969 accts · $4.2M emplr
2022$169.0M · 945 accts · $3.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$116,334
Investment management$63,722
Audit (IQPA)$24,000
Total administrative$232,820
The R.A Jones & Co. 401(k) match · 2024
Employer contribution per active participant$5,062
Median for plans this size$3,635
2024$5,062 per active participant
2023$4,485 per active participant
2022$4,498 per active participant

R.A Jones & Co.'s 2024 employer contribution ran above 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 · 20242
PENSION CORPORATION OF AMERICA · Contract administrator · Recordkeeping$169,098
PCA INVESTMENT ADVISORY SERVICES · Investment advisory (plan) · Investment management$63,722

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

Recordkeeper by year2
2024PENSION CORPORATION OF AMERICA
2023PENSION CORPORATION OF AMERICA

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

Administrative cost history3
2024$232,820 · 0.11%
2023$196,228 · 0.11%
2022$219,677 · 0.11%
All plans at this employer2
R.A JONES & CO. SAVINGS AND INVESTMENT BARGAINING PLAN401(k)
COESIA NORTH AMERICA 401(K) RETIREMENT SAVINGS PLAN401(k)
Similar plansManufacturing · Virginia
Alfa Laval Inc. VA$319.3M · 0.11%
Rolls-Royce Corporation VA$239.2M · 0.07%
Titan America LLC VA$236.3M · 0.12%
Indivior Inc. VA$207.3M · 0.07%
Hamilton Beach Brands, Inc. VA$201.9M · 0.05%
Trex Company, Inc. VA$184.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461783155 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.