Plan Ledger DOL Form 5500 · updated monthly

J. F. Shea Company, Inc.401(k)

J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN · WALNUT, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

J. F. Shea Company, Inc. reported $303,569 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $4,775 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 0.08% to 0.07%. 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 270th-largest of 9,483 plans among California employers on file, and the 146th of 5,337 in construction. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$482,671,954
Participants with balances2,612
Active participants1,919
Employer contributions$9,163,731
Employee contributions$20,180,770
Employer contribution per active participant$4,775
Average account balance$184,790
Benefits paid to participants$38,783,068
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$482.7M · 2,612 accts · $9.2M emplr
2023$434.4M · 2,540 accts · $8.6M emplr
2022$384.1M · 2,659 accts · $8.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$228,182
Investment management$51,600
Audit (IQPA)$23,787
Total administrative$303,569
The J. F. Shea Company, Inc. 401(k) match · 2024
Employer contribution per active participant$4,775
Median for plans this size$4,294
2024$4,775 per active participant
2023$4,756 per active participant
2022$4,033 per active participant

J. F. Shea Company, 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.

Service providers · 20244
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$228,182
MERCER (US) INC MERCER INVESTMENTS · Investment advisory (plan)$51,600
HEDMAN PARTNERS LLP · Accounting / audit$26,039
CHARLES SCHWAB & CO., INC. · Securities brokerage$1,439

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

Recordkeeper by year2
2024Empower
2023Empower

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

Administrative cost history3
2024$303,569 · 0.07%
2023$356,615 · 0.09%
2022$323,051 · 0.08%
Same employer
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Tutor Perini Corporation CA$471.1M · 0.10%
Kb Home CA$390.9M

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Source: U.S. Department of Labor, Form 5500 series, EIN 941530032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.