Plan Ledger DOL Form 5500 · updated monthly

J. R. Butler Inc.401(k)

J. R. BUTLER INC. 401K PLAN · ENGLEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

J. R. Butler Inc. reported $2,719 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,473 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 rose from 0.02% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Colorado (871st of 1,461), and 3,369th of 5,337 in construction. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 177 to 225 since 2022.

Plan summary
Net assets, end of year$8,133,291
Participants with balances120
Active participants225
Employer contributions$331,340
Employee contributions$623,370
Employer contribution per active participant$1,473
Average account balance$67,777
Benefits paid to participants$1,998,551
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 120 accts · $331K emplr
2023$8.0M · 131 accts · $341K emplr
2022$7.2M · 124 accts · $314K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,693
Investment management$1,026
Total administrative$2,719
The J. R. Butler Inc. 401(k) match · 2024
Employer contribution per active participant$1,473
Median for plans this size$1,313
2024$1,473 per active participant
2023$1,478 per active participant
2022$1,774 per active participant

J. R. Butler Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$2,368

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$2,719 · 0.03%
2023$1,695 · 0.02%
2022$1,274 · 0.02%
Same employer
Similar plansConstruction · Colorado
Lightning Ventures, Inc. CO$8.8M · 0.59%
Iron Woman Partners LLC CO$8.4M · 0.26%
Cgrs, Inc. CO$7.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841276803 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.