Retirement plan

JADCO MANUFACTURING, INC. 401(K) PROFIT SHARING

Name: JADCO MANUFACTURING, INC. - JADCO MANUFACTURING, INC. 401(K) PROFIT SHARING (2024) Form 5500
Creator: JADCO MANUFACTURING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JADCO MANUFACTURING, INC. 401(K) PROFIT SHARING, JADCO MANUFACTURING, INC.

JADCO MANUFACTURING, INC.EIN 25-1545967Plan #001PY 2024

167 EVERGREEN MILL ROAD - HARMONY, PA 16037724-452-5252jadcomfg.comLinkedIn51-200 employeesconsumer goods

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.7M

+11.4% from 2023

Total participants

-4.0% from 2023

Average account balance

$110,211

+25.5% from 2023

Annual return

16.19%

+5.24 pp from 2023

Benchmarks

See 14,164 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,164 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$8.71M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$110K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

97.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$624K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.19%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$13312

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2G2F2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$12983 / participant

Other / not subdivided$1M100.0%

% of EOY assets

12.078%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$110,211

$86,938+26.8%

$102,423+7.6%

$80,925+36.2%

Participation rate

80.2%

72.4%+7.9pp

76.5%+3.7pp

67.7%+12.6pp

Annual return

16.19%

18.89%-2.7pp

29.42%-13.2pp

35.65%-19.5pp

Employer contribution / active EE

$3,273

$2,369+38.1%

$3,023+8.3%

$2,756+18.7%

Participant deferral / active EE

$4,429

$4,120+7.5%

$5,054-12.4%

$4,299+3.0%

Admin fee / account holder

$13,312

$8,053+65.3%

$9,455+40.8%

$6,940+91.8%

JADCO MANUFACTURING, INC. 401(K) PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JADCO MANUFACTURING, INC. 401(K) PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion