Retirement plan

JMA MEDIA SOLUTIONS 401(K) PLAN

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

JMA MEDIA SOLUTIONS, LLCEIN 83-1814486Plan #001PY 2024

95 MT. READ BLVD, SUITE 106 - ROCHESTER, NY 14611585-362-8111jmamediasolutions.comLinkedIn1-10 employeeslogistics and supply chain

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$351K

+55.9% from 2023

Total participants

+60.0% from 2023

Average account balance

$43,878

-2.6% from 2023

Annual return

11.35%

-4.39 pp from 2023

Benchmarks

See 8,599 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,599 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$351K

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+11.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$139

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 codes2E2F2J3D

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).
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.
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

$1K

$139 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.316%

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

$43,878

$125,190-65.0%

$105,624-58.5%

$145,897-69.9%

Participation rate

100.0%

77.6%+22.4pp

75.3%+24.7pp

80.3%+19.7pp

Annual return

11.35%

225.22%-213.9pp

116.20%-104.9pp

552.29%-540.9pp

Employer contribution / active EE

$4,605

$3,720+23.8%

$3,168+45.4%

$4,663-1.2%

Participant deferral / active EE

$7,931

$5,716+38.8%

$5,013+58.2%

$6,689+18.6%

Admin fee / account holder

$139

$17,138-99.2%

$10,961-98.7%

$13,390-99.0%

JMA MEDIA SOLUTIONS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JMA MEDIA SOLUTIONS 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