Plan Ledger DOL Form 5500 · updated monthly

J.S. Held LLC401(k)

J.S. HELD LLC 401(K) PROFIT SHARING PLAN · JERICHO, NY · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

J.S. Held LLC reported $255,202 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $4,735 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 0.29% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 526th-largest of 5,648 plans among New York employers on file, and the 916th of 11,654 in professional & technical services. In 2024, employees put in $2.41 for every $1.00 the employer contributed; active participation has grown from 1,256 to 1,468 since 2022.

Plan summary
Net assets, end of year$174,847,652
Participants with balances1,550
Active participants1,468
Employer contributions$6,950,810
Employee contributions$16,755,752
Employer contribution per active participant$4,735
Average account balance$112,805
Benefits paid to participants$10,670,761
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$174.8M · 1,550 accts · $7.0M emplr
2023$133.2M · 1,386 accts · $6.5M emplr
2022$91.9M · 1,290 accts · $6.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$114,505
Investment management$140,697
Total administrative$255,202
The J.S. Held LLC 401(k) match · 2024
Employer contribution per active participant$4,735
Median for plans this size$3,635
2024$4,735 per active participant
2023$4,970 per active participant
2022$4,831 per active participant

J.S. Held LLC's 2024 employer contribution ran above 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$114,505
USI ADVISORS INC · Investment advisory (plan)$75,563
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$65,135

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

Administrative cost history3
2024$255,202 · 0.17%
2023$243,118 · 0.22%
2022$254,204 · 0.29%
Same employer
Similar plansProfessional & Technical Services · New York
Rivkin Radler LLP NY$185.2M · 0.11%
Phillips Lytle LLP NY$180.7M · 0.04%
Liro Engineers, Inc. NY$175.8M · 0.12%
Hodgson Russ LLP NY$174.8M · 0.10%
The Capital Markets Company NY$171.9M · 0.13%
Epstein Becker & Green, P.C. NY$167.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473291463 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.