Plan Ledger DOL Form 5500 · updated monthly

J & D Acquisitions, Inc.401(k)

JIM NORTON 401(K) PROFIT SHARING PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.83%

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

J & D Acquisitions, Inc. reported $141,182 in plan administrative expenses for 2024: 0.83% of average plan assets, higher than ~90% of peers. Employer contributions averaged $373 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 0.90% to 0.83%. 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 265th-largest of 724 plans among Oklahoma employers on file, and the 1,554th of 5,215 in retail trade. In 2024, employees put in $8.78 for every $1.00 the employer contributed; active participation has grown from 537 to 684 since 2022.

Plan summary
Net assets, end of year$18,811,031
Participants with balances725
Active participants684
Employer contributions$255,362
Employee contributions$2,242,301
Employer contribution per active participant$373
Average account balance$25,946
Benefits paid to participants$1,606,779
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.8M · 725 accts · $255K emplr
2023$15.4M · 683 accts · $415K emplr
2022$12.4M · 584 accts · $386K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$140,853
Investment management$329
Total administrative$141,182
The J & D Acquisitions, Inc. 401(k) match · 2024
Employer contribution per active participant$373
Median for plans this size$2,416
2024$373 per active participant
2023$695 per active participant
2022$718 per active participant

J & D Acquisitions, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ADP, INC. · Loan processing · Recordkeeping$141,182

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$141,182 · 0.83%
2023$116,642 · 0.84%
2022$118,205 · 0.90%
Same employer
Similar plansRetail Trade · Oklahoma
Name Brands, Inc. OK$25.0M · 0.01%
Pharmcare USA OK$23.1M · 0.31%
Fowler Holding Company, Inc OK$20.3M · 0.04%
Hudiburg Auto Group, Inc. OK$15.4M · 0.22%
Imperial, LLC OK$14.9M · 1.00%
Atwood Distributing, L.P. OK$14.4M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731351304 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.