What are the fees in the J.W. & Sons, Inc. 401(k) plan?

For plan year 2022, J.W. & Sons, Inc. reported $13,622 in plan administrative expenses, or 0.50% of average plan assets — above the peer median. Fund-level expense ratios are not included in public filings.

What is the average account balance in the J.W. & Sons, Inc. 401(k)?

The average participant account balance was $39,059 for plan year 2022, based on 63 accounts.

J.W. & Sons, Inc.401(k)

Name: J.W. & Sons, Inc. 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

J.W. & SONS, INC. 401(K) PROFIT SHARING PLAN · BALTIMORE, MD · plan year 2022

Reported admin expense ratio · 2022

0.50%

J.W. & Sons, Inc. reported $13,622 in plan administrative expenses for 2022: 0.50% of average plan assets, above the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Maryland (1,489th of 1,671), and 4,685th of 5,337 in construction.

Plan summary
Net assets, end of year$2,460,714
Participants with balances63
Active participants110
Employer contributions—
Employee contributions$67,868
Employer contribution per active participant—
Average account balance$39,059
Benefits paid to participants$111,915
Plan auditUnmodified (clean) audit opinion
AuditorREGAN SCHICKNER HARPER LLC

Administrative expenses, itemized · 2022

Recordkeeping & contract admin$6,769

Professional / advisory$6,853

Total administrative$13,622

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$13,622 · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521648589 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.