Plan Ledger DOL Form 5500 · updated monthly

J.F. Ahern Co.401(k)

J.F. AHERN CO. PROFIT SHARING AND 401(K) PLAN · FOND DU LAC, WI · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

J.F. Ahern Co. reported $194,844 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $3,053 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 0.20% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 201st-largest of 1,936 plans among Wisconsin employers on file, and the 530th of 5,337 in construction. In 2024, employees put in $2.89 for every $1.00 the employer contributed; active participation has grown from 640 to 738 since 2022.

Plan summary
Net assets, end of year$120,270,122
Participants with balances912
Active participants738
Employer contributions$2,252,963
Employee contributions$6,521,404
Employer contribution per active participant$3,053
Average account balance$131,875
Benefits paid to participants$5,096,194
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$120.3M · 912 accts · $2.3M emplr
2023$99.9M · 874 accts · $2.1M emplr
2022$78.4M · 799 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$92,088
Investment management$87,178
Audit (IQPA)$15,578
Total administrative$194,844
The J.F. Ahern Co. 401(k) match · 2024
Employer contribution per active participant$3,053
Median for plans this size$3,635
2024$3,053 per active participant
2023$2,979 per active participant
2022$2,569 per active participant

J.F. Ahern Co.'s 2024 employer contribution ran below the $3,635 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 · 20244
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$92,088
ROBERT W BAIRD & COMPANY INC · Consulting · Insurance services$87,178
GRANT THORNTON LLP · Accounting / audit · Actuarial$15,578
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$194,844 · 0.18%
2023$169,409 · 0.19%
2022$174,217 · 0.20%
Same employer
Similar plansConstruction · Wisconsin
Green Bay Electrical Workers WI$176.2M · 0.09%
Keller, Inc. WI$160.7M · 0.05%
Miron Construction Co., Inc. WI$129.9M · 0.23%
J.H. Findorff & Son Inc. WI$97.4M · 0.22%
Bradley Corporation WI$74.4M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390123200 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.