Plan Ledger DOL Form 5500 · updated monthly

Ef Johnson Company401(k)

EF JOHNSON COMPANY 401K PROFIT SHARING PLAN · IRVING, TX · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Ef Johnson Company reported $161,157 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,245 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 0.37% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,505th-largest of 5,688 plans among Texas employers on file, and the 4,367th of 13,661 in manufacturing. In 2024, employees put in $2.82 for every $1.00 the employer contributed; active participation has grown from 140 to 196 since 2022.

Plan summary
Net assets, end of year$31,061,116
Participants with balances317
Active participants196
Employer contributions$636,010
Employee contributions$1,796,708
Employer contribution per active participant$3,245
Average account balance$97,985
Benefits paid to participants$2,150,431
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.1M · 317 accts · $636K emplr
2023$27.4M · 138 accts · $431K emplr
2022$23.2M · 284 accts · $371K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,111
Investment management$70,383
Total administrative$161,157
The Ef Johnson Company 401(k) match · 2024
Employer contribution per active participant$3,245
Median for plans this size$2,416
2024$3,245 per active participant
2023$2,422 per active participant
2022$2,650 per active participant

Ef Johnson Company's 2024 employer contribution ran above 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
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$70,383

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

Administrative cost history3
2024$161,157 · 0.55%
2023$93,301 · 0.37%
2022$90,450 · 0.37%
Similar plansManufacturing · Texas
Ebaa Iron, Inc. TX$31.6M · 0.20%
Alcon Puerto Rico Inc. TX$31.2M · 0.05%
Compx International Inc. TX$31.1M · 0.03%
Dx Holding Co., Inc. TX$31.1M · 0.09%
Mogas Industries, Inc. TX$30.8M · 0.14%
Pabst Brewing Company TX$30.7M · 0.21%
Cloeren Incorporated TX$30.6M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410736849 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.