Retirement plan

JRC 401(K) PLAN

Name: JRC INTEGRATED SYSTEMS, LLC - JRC 401(K) PLAN (2024) Form 5500
Creator: JRC INTEGRATED SYSTEMS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JRC 401(K) PLAN, JRC INTEGRATED SYSTEMS, LLC

JRC INTEGRATED SYSTEMS, LLCEIN 81-0636662Plan #001PY 2024

1201 M ST SE STE G40 - WASHINGTON, DC 200033702202-735-2700jrcintegratedsystems.comLinkedIn51-200 employeesmilitary

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$30M

+23.2% from 2023

Total participants

218

+3.3% from 2023

Average account balance

$138,247

+19.2% from 2023

Annual return

15.78%

-7.60 pp from 2023

Benchmarks

See 6,280 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,280 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$30.00M

Not enough data

1 years with asset history on file

Average account balance

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

$138K

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.

217

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.

99.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.89M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+15.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$33

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$10,491
FIDELITY INVESTMENTS INSTITUTIONAL7 years Service code 37 · EIN 04-2647786	Loan Processing	-$3,321

Plan features & details

Pension benefit codes2E2F2G2J2T3D2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$7K

$41 / participant

Investment mgmt$10K146.3%
Contract admin$3004.2%

% of EOY assets

0.024%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS, LLP
Auditor EIN: 440160260
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$138,247

$101,653+36.0%

$147,080-6.0%

$74,459+85.7%

Participation rate

99.4%

75.6%+23.9pp

82.2%+17.2pp

67.2%+32.2pp

Annual return

15.78%

8754.98%-8739.2pp

420.17%-404.4pp

1369.70%-1353.9pp

Employer contribution / active EE

$12,553

$3,813+229.2%

$4,933+154.4%

$2,626+378.0%

Participant deferral / active EE

$9,660

$7,304+32.2%

$8,066+19.8%

$4,350+122.1%

Admin fee / account holder

$33

$1,752-98.1%

$12,989-99.7%

$1,945-98.3%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.4 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$10,491

FIDELITY INVESTMENTS INSTITUTIONAL7 years

Service code 37 · EIN 04-2647786

Loan Processing

-$3,321

JRC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JRC 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