Retirement plan

JERRY PAIR & ASSOCIATES 401(K) PLAN

Name: JERRY PAIR & ASSOCIATES - JERRY PAIR & ASSOCIATES 401(K) PLAN (2025) Form 5500
Creator: JERRY PAIR & ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JERRY PAIR & ASSOCIATES 401(K) PLAN, JERRY PAIR & ASSOCIATES

JERRY PAIR & ASSOCIATESEIN 58-1188468Plan #001PY 2025

2112 FAULKNER ROAD NE - ATLANTA, GA 30324404-261-6337jerrypair.comLinkedIn51-200 employeesdesign

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.3M

+21.5% from 2024

Total participants

+3.9% from 2024

Average account balance

$133,575

+18.9% from 2024

Annual return

17.72%

+1.73 pp from 2024

Benchmarks

See 5,425 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort5,425 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.28M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$361K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+17.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3718

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 codes2F2G2J2T2E3D

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

$175K

$4161 / participant

Other / not subdivided$175K100.0%

% of EOY assets

2.783%

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

$133,575

$110,137+21.3%

$161,149-17.1%

$82,637+61.6%

Participation rate

85.7%

72.4%+13.4pp

78.8%+6.9pp

68.1%+17.7pp

Annual return

17.72%

20.69%-3.0pp

21.16%-3.4pp

53.51%-35.8pp

Employer contribution / active EE

$2,251

$2,856-21.2%

$4,360-48.4%

$2,552-11.8%

Participant deferral / active EE

$6,340

$4,575+38.6%

$6,153+3.0%

$4,126+53.6%

Admin fee / account holder

$3,718

$9,467-60.7%

$15,194-75.5%

$7,339-49.3%

JERRY PAIR & ASSOCIATES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JERRY PAIR & ASSOCIATES 401(K) PLAN

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