Plan Ledger DOL Form 5500 · updated monthly

Ball Janik LLP401(k)

BALL JANIK LLP 401(K) PROFIT SHARING PLAN AND TRUST · ORLANDO, FL · plan year 2022

Reported admin expense ratio · 2022
0.00%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Ball Janik LLP reported $2,030 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,773 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 692nd-largest of 3,644 plans among Florida employers on file, and the 3,548th of 11,654 in professional & technical services. In 2022, employees put in $1.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$36,628,065
Participants with balances148
Active participants60
Employer contributions$646,356
Employee contributions$674,248
Employer contribution per active participant$10,773
Average account balance$247,487
Benefits paid to participants$6,165,985
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.1M · 122 accts · $495K emplr
2023$29.8M · 128 accts · $441K emplr
2022$36.6M · 148 accts · $646K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,030
Total administrative$2,030
The Ball Janik LLP 401(k) match · 2022
Employer contribution per active participant$10,773
Median for plans this size$2,266
2024$6,188 per active participant
2023$6,580 per active participant
2022$10,773 per active participant

Ball Janik LLP's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$2,240 · 0.01%
2023$3,656 · 0.01%
2022$2,030 · 0.00%
Similar plansProfessional & Technical Services · Florida
Bush Ross, P.A. FL$37.4M · 0.01%
Miles Partnership LLC FL$37.2M · 0.41%
Cdr Maguire, Inc. FL$36.9M · 0.64%
Agilis Group, Inc. FL$35.2M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930814349 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.