Plan Ledger DOL Form 5500 · updated monthly

The Jfw Corporation401(k)

THE JFW CORPORATION 401(K) PLAN · COMMERCE CITY, CO · plan year 2024

Reported admin expense ratio · 2024
1.28%

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

The Jfw Corporation reported $32,748 in plan administrative expenses for 2024: 1.28% of average plan assets, higher than ~90% of peers. Employer contributions averaged $954 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 1.96% to 1.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Colorado (1,208th of 1,461), and 1,971st of 2,677 in transportation & warehousing. In 2024, employees put in $3.35 for every $1.00 the employer contributed; active participation has grown from 126 to 143 since 2022.

Plan summary
Net assets, end of year$2,802,059
Participants with balances192
Active participants143
Employer contributions$136,417
Employee contributions$456,643
Employer contribution per active participant$954
Average account balance$14,594
Benefits paid to participants$331,138
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 192 accts · $136K emplr
2023$2.3M · 194 accts · $111K emplr
2022$1.7M · 177 accts · $165K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,806
Investment management$12,270
Trustee / custodial$4,672
Total administrative$32,748
The The Jfw Corporation 401(k) match · 2024
Employer contribution per active participant$954
Median for plans this size$1,313
2024$954 per active participant
2023$825 per active participant
2022$1,307 per active participant

The Jfw Corporation'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 · 20242
PCS RETIREMENT SERVICES · Claims processing · Contract administrator$13,211
ABUNDANT CAPITAL STRATEGIES LLC · Investment advisory (participants) · Investment advisory (plan)$12,270

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

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

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

Administrative cost history3
2024$32,748 · 1.28%
2023$26,924 · 1.36%
2022$30,028 · 1.96%
Same employer
Similar plansTransportation & Warehousing · Colorado
Via Mobility Services CO$5.0M · 0.54%
Cast Transportation, Inc. CO$4.6M · 0.49%
U.S. Transport, Inc. CO$3.5M · 1.03%
Arrow Moving & Storage CO$2.8M · 0.67%
Knowles Enterprises, LLC CO$2.0M · 1.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840778072 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.