Plan Ledger DOL Form 5500 · updated monthly

J3 Company, LLC401(k)

J3 COMPANY 401(K) PLAN · COMFORT, TX · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

J3 Company, LLC reported $649 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,051 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.

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 Texas (4,656th of 5,688), and 4,596th of 5,337 in construction. In 2022, employees put in $2.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,760,021
Participants with balances44
Active participants125
Employer contributions$131,360
Employee contributions$292,361
Employer contribution per active participant$1,051
Average account balance$62,728
Benefits paid to participants$41,903
Plan auditUnmodified (clean) audit opinion
AuditorKIMBERLIN COMPANY, PPLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$649
Total administrative$649
The J3 Company, LLC 401(k) match · 2022
Employer contribution per active participant$1,051
Median for plans this size$1,114

J3 Company, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$649 · 0.02%
Same employer
Similar plansConstruction · Texas
Lakey Electric Company TX$2.8M · 0.02%
Fireproof Contractors Inc TX$2.8M · 0.08%
Jat Home Services, Inc. TX$2.7M · 0.36%
Travis Companies, Inc. TX$2.7M · 0.05%
Dan Williams Company TX$2.7M · 0.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261116480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.