Plan Ledger DOL Form 5500 · updated monthly

J D Palatine401(k)

J D PALATINE 401(K) PROFIT SHARING PLAN & TRUST · WEXFORD, PA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

J D Palatine reported $12,800 in plan administrative expenses for 2024: 0.34% of average plan assets, below the peer median. Employer contributions averaged $1,991 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (3,065th of 3,651), and 10,267th of 11,654 in professional & technical services. In 2024, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,739,279
Participants with balances107
Active participants121
Employer contributions$240,896
Employee contributions$460,893
Employer contribution per active participant$1,991
Average account balance$34,947
Benefits paid to participants$475,914
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,012
Investment management$3,000
Trustee / custodial$788
Total administrative$12,800
The J D Palatine 401(k) match · 2024
Employer contribution per active participant$1,991
Median for plans this size$1,313

J D Palatine's 2024 employer contribution ran above the $1,313 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 · 20241
PAYCHEX, INC. · Recordkeeping$7,590

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

Administrative cost history1
2024$12,800 · 0.34%
Similar plansProfessional & Technical Services · Pennsylvania
Cross X Platform, LLC PA$3.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270535385 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.