Plan Ledger DOL Form 5500 · updated monthly

J.E. Dunn Construction Group, Inc.ESOP

JE DUNN EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

J.E. Dunn Construction Group, Inc. reported $17,865 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,936 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 0.01% to 0.00%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 52nd-largest of 1,393 plans among Missouri employers on file, and the 109th of 5,337 in construction. active participation has grown from 2,931 to 3,285 since 2022.

Plan summary
Net assets, end of year$620,590,539
Participants with balances3,732
Active participants3,285
Employer contributions$19,500,000
Employee contributions—
Employer contribution per active participant$5,936
Average account balance$166,289
Benefits paid to participants$18,234,432
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$620.6M · 3,732 accts · $19.5M emplr
2023$429.4M · 3,499 accts · $17.8M emplr
2022$332.2M · 3,348 accts · $17.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,865
Total administrative$17,865
Employer contributions to the J.E. Dunn Construction Group, Inc. plan · 2024
Employer contribution per active participant$5,936
Median for plans this size$4,294
2024$5,936 per active participant
2023$5,727 per active participant
2022$5,803 per active participant

J.E. Dunn Construction Group, Inc.'s 2024 employer contribution ran above the $4,294 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.

Administrative cost history3
2024$17,865 · 0.00%
2023$18,766 · 0.00%
2022$18,055 · 0.01%
Same employer
Similar plansConstruction · Missouri
Garney Holding Company MO$1.7B · 0.00%
Core & Main MO$500.4M · 0.20%
Ibew Local Union No. 124 MO$445.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431245330 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.