Plan Ledger DOL Form 5500 · updated monthly

J. Davis Architects, PC401(k)

J. DAVIS ARCHITECTS, PC 401(K) PROFIT SHARING PLAN · RALEIGH, NC · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

J. Davis Architects, PC reported $4,298 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,993 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 0.06% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in North Carolina (1,025th of 2,005), and 7,519th of 11,654 in professional & technical services. In 2024, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,569,206
Participants with balances116
Active participants57
Employer contributions$227,628
Employee contributions$540,509
Employer contribution per active participant$3,993
Average account balance$99,735
Benefits paid to participants$629,073
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$11.6M · 116 accts · $228K emplr
2023$10.0M · 136 accts · $317K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,298
Total administrative$4,298
The J. Davis Architects, PC 401(k) match · 2024
Employer contribution per active participant$3,993
Median for plans this size$2,416
2024$3,993 per active participant
2023$3,638 per active participant

J. Davis Architects, PC'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 · 20243
CAPITAL ADVISERS INC · Investment advisory (plan)$35,847
TRINITY PENSION GROUP · Contract administrator$2,850
CAPITAL GROUP RETIREMENT PLAN SERVI$1,075

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

Administrative cost history2
2024$4,298 · 0.04%
2023$5,772 · 0.06%
Same employer
Similar plansProfessional & Technical Services · North Carolina
Mpay Inc. NC$12.3M · 0.13%
Definitive Media Corp. dba NC$11.7M · 0.05%
D'Amato & Lynch, LLP NC$11.4M · 0.01%
Alphanumeric Systems, Inc. NC$11.4M · 0.25%
Spreedly Inc. NC$11.3M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562230849 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.