Plan Ledger DOL Form 5500 · updated monthly

J. Davis, Inc.401(k)

J. DAVIS CONSTRUCTION 401(K) PLAN · ANDERSON, SC · plan year 2022

Reported admin expense ratio · 2022
1.16%

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

J. Davis, Inc. reported $19,240 in plan administrative expenses for 2022: 1.16% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,200 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 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in South Carolina (715th of 807), and 4,931st of 5,337 in construction. In 2022, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,649,382
Participants with balances59
Active participants132
Employer contributions$158,379
Employee contributions$292,863
Employer contribution per active participant$1,200
Average account balance$27,956
Benefits paid to participants$210,488
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,803
Investment management$7,567
Professional / advisory$870
Total administrative$19,240
The J. Davis, Inc. 401(k) match · 2022
Employer contribution per active participant$1,200
Median for plans this size$1,114

J. Davis, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$19,240 · 1.16%
Same employer
Similar plansConstruction · South Carolina
Cleland Site Prep, Inc. SC$3.1M · 1.13%
Guy Roofing SC$2.5M · 0.63%
Rpe Contracting, Inc. SC$999K · 0.25%
Insulation by Cohens SC$582K · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470929675 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.