Plan Ledger DOL Form 5500 · updated monthly

J&J Maintenance, Inc.401(k)

J&J WORLDWIDE SERVICES RETIREMENT PLAN · AUSTIN, TX · plan year 2023

Reported admin expense ratio · 2023
0.28%

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

J&J Maintenance, Inc. reported $118,466 in plan administrative expenses for 2023: 0.28% of average plan assets, above the peer median. Employer contributions averaged $2,119 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 1 year on file its reported administrative ratio fell from 0.34% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other other services employers. By assets it is the 1,144th-largest of 5,688 plans among Texas employers on file, and the 478th of 3,341 in other services. In 2023, the employer put in $1.75 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$44,926,864
Participants with balances1,760
Active participants2,275
Employer contributions$4,819,965
Employee contributions$2,753,514
Employer contribution per active participant$2,119
Average account balance$25,527
Benefits paid to participants$8,206,460
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$44.9M · 1,760 accts · $4.8M emplr
2022$38.3M · 1,567 accts · $3.1M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$107,528
Investment management$9,138
Total administrative$118,466
The J&J Maintenance, Inc. 401(k) match · 2023
Employer contribution per active participant$2,119
Median for plans this size$2,440
2023$2,119 per active participant
2022$1,663 per active participant

J&J Maintenance, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$25,043
ARMANINO LLP$8,138
EMPOWER ADVISORY GROUP LLC · Investment management$6,576

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

Administrative cost history2
2023$118,466 · 0.28%
2022$146,456 · 0.34%
Same employer
Similar plansOther Services · Texas
Texas A&M Foundation TX$46.1M · 0.10%
Fenix Management, LLC TX$40.0M · 0.60%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 741668145 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.