Plan Ledger DOL Form 5500 · updated monthly

Don Jacobs Imports, Inc.401(k)

DON JACOBS ORGANIZATION RETIREMENT PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Don Jacobs Imports, Inc. reported $93,912 in plan administrative expenses for 2024: 0.71% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,606 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 fell from 0.77% to 0.71%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 374th-largest of 871 plans among Kentucky employers on file, and the 1,944th of 5,215 in retail trade. In 2024, employees put in $2.61 for every $1.00 the employer contributed; active participation has grown from 161 to 197 since 2022.

Plan summary
Net assets, end of year$14,614,960
Participants with balances226
Active participants197
Employer contributions$316,471
Employee contributions$826,414
Employer contribution per active participant$1,606
Average account balance$64,668
Benefits paid to participants$450,774
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.6M · 226 accts · $316K emplr
2023$11.7M · 184 accts · $277K emplr
2022$9.6M · 205 accts · $261K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,642
Investment management$51,270
Total administrative$93,912
The Don Jacobs Imports, Inc. 401(k) match · 2024
Employer contribution per active participant$1,606
Median for plans this size$2,416
2024$1,606 per active participant
2023$1,762 per active participant
2022$1,620 per active participant

Don Jacobs Imports, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$42,642
ONE DIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$46,347

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$93,912 · 0.71%
2023$81,362 · 0.76%
2022$79,357 · 0.77%
Same employer
Similar plansRetail Trade · Kentucky
Franklin Management, Inc. KY$18.6M · 0.68%
Moore Automotive, Inc. KY$18.0M · 0.43%
Feeders Supply Company, LLC KY$15.8M · 0.65%
Bob Sumerel Tire Company KY$14.7M · 0.05%
Clay Ingels Co., LLC KY$14.3M · 0.16%
Dan Cummins, Inc. KY$14.3M · 0.68%
Ikeyless, LLC KY$13.6M · 1.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610709094 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.