Employers › Poindexter J B
Recordkeeping fees per participant · JBP Co., Inc. 401(k) Savings Plan · plan year 2024
$40.38
Higher than 37% of the 1,697 plans $250M to 1B that report it.
= $370,703 / 9,181
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251001143127NAL0013355041001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001143127NAL0013355041001, received 2025-10-01
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-01.
Administrative expenses excluding investment management, per participant
$55.10
Higher than 37% of the 2,324 plans $250M to 1B that report it.
= $505,829 / 9,181
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251001143127NAL0013355041001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001143127NAL0013355041001, received 2025-10-01
Administrative expenses per participant
$61.90
Higher than 29% of the 2,405 plans $250M to 1B that report it.
= $568,329 / 9,181
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251001143127NAL0013355041001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001143127NAL0013355041001, received 2025-10-01
Administrative expenses as a share of assets
0.206%
Higher than 93% of the 2,407 plans $250M to 1B that report it.
= $568,329 / $275,306,065
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251001143127NAL0013355041001, received 2025-10-01
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251001143127NAL0013355041001, received 2025-10-01
Employer contributions per participant
$1,236
Higher than 11% of the 2,457 plans $250M to 1B that report it.
= $11,347,006 / 9,181
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251001143127NAL0013355041001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001143127NAL0013355041001, received 2025-10-01
Employer share of total contributions
26.4%
Higher than 34% of the 2,459 plans $250M to 1B that report it.
= $11,347,006 / $42,997,928
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251001143127NAL0013355041001, received 2025-10-01
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251001143127NAL0013355041001, received 2025-10-01
Plan terms are described in Poindexter J B & Co Inc's SEC filings: Form 10-K filed 2012-02-23. No term could be quoted from them with the required precision.
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251001143127NAL0013355041001, received 2025-10-01
| Field | Value | Source |
|---|---|---|
| Plan sponsor | J.B POINDEXTER & CO., INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Plan name | JBP CO., INC. 401(K) SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Sponsor EIN / plan number | 76-0312814 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Sponsor location | HOUSTON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Industry (business code) | 336210, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Filing received | 2025-10-01 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Participants, beginning of year | 12,632 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Active participants | 7,997 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Participants, end of year | 10,245 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Participants with an account balance | 9,181 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Total assets, beginning of year | $245,785,220 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Total assets, end of year | $275,306,065 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Net assets, end of year | $275,306,065 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Total income | $74,650,668 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Net income | $29,520,845 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Employer contributions | $11,347,006 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Participant contributions | $26,812,549 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Other contributions (incl. rollovers) | $4,838,373 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Total contributions | $42,997,928 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Benefit payments | $44,134,065 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Total expenses (incl. benefit payments) | $45,129,823 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Total administrative expenses | $568,329 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Recordkeeping fees | $370,703 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Investment advisory and management fees | $62,500 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Administrative expenses excluding investment management | $505,829 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Held in common/collective trusts | $3,951,893 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Held in mutual funds | $98,532,896 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251001143127NAL0013355041001, received 2025-10-01 |
| Independent auditor | WEAVER & TIDWELL LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251001143127NAL0013355041001, received 2025-10-01 |
Position = column in the DOL layout for form year 2024. Filing 20251001143127NAL0013355041001, received 2025-10-01.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANYrecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $370,703 | yes |
| PRIME CAPITAL INVESTMENT ADVISORS | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $62,500 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251001143127NAL0013355041001, received 2025-10-01.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $245,785,220 | $275,306,065 | 12.0% |
| Participants with a balance | 12,028 | 9,181 | -23.7% |
| Administrative expenses | $375,040 | $568,329 | 51.5% |
| Recordkeeping fees per participant | not reported | $40.38 | |
| Employer contributions | $10,666,558 | $11,347,006 | 6.4% |
Prior filing 20250822120322NAL0005105377001, received 2025-08-22; the plan years are contiguous.
Sponsor name as filed: J.B POINDEXTER & CO., INC.; SEC registrant: POINDEXTER J B & CO INC (CIK 918962, matched by EIN).