Plan Ledger DOL Form 5500 · updated monthly

Jack Doheny Company401(k)

JACK DOHENY COMPANY 401(K) PLAN · NORTHVILLE, MI · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Jack Doheny Company reported $77,780 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,508 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 1 year on file its reported administrative ratio fell from 1.05% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,170th-largest of 2,619 plans among Michigan employers on file, and the 785th of 2,096 in real estate & leasing. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,584,559
Participants with balances264
Active participants155
Employer contributions$543,808
Employee contributions$1,124,637
Employer contribution per active participant$3,508
Average account balance$62,820
Benefits paid to participants$2,255,885
Plan auditUnmodified (clean) audit opinion
AuditorCBIZ CPAS
Plan history2
Yearassets · accounts · employer contribution
2024$16.6M · 264 accts · $544K emplr
2023$15.4M · 310 accts · $564K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,780
Total administrative$77,780
The Jack Doheny Company 401(k) match · 2024
Employer contribution per active participant$3,508
Median for plans this size$2,416
2024$3,508 per active participant
2023$3,187 per active participant

Jack Doheny Company's 2024 employer contribution ran above the $2,416 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 · 20246
NATIONWIDE · Contract administrator · Recordkeeping$36,760
IRON FIDUCIARY · Contract administrator · Recordkeeping$7,889
NATIONWIDE LIFE INSURANCE COMPANY · Contract administrator · Recordkeeping$1,578
PROACCOUNT · Investment advisory (participants)$54,242
THE BENEFIT ADVANTAGE · Contract administrator · Pension consulting$13,616
AMERIPRISE FINANCIAL SERVICES · Investment advisory (participants) · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024IRON FIDUCIARY, Nationwide
2023INDEX CORE, Nationwide

This plan has changed recordkeepers within these filings. If you left Jack Doheny Company before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$77,780 · 0.49%
2023$161,204 · 1.05%
Same employer
Similar plansReal Estate & Leasing · Michigan
Singh Management Co., LLC MI$18.8M · 0.00%
Kmg Prestige Incorporated MI$18.7M · 0.12%
Vandyk Mortgage Corporation MI$18.3M · 0.32%
Class Valuation, LLC MI$18.0M · 0.64%
Friedman Management Company MI$15.4M · 0.75%
Cinnaire Corporation MI$15.4M · 0.45%
Lautrec, LTD. MI$14.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382026979 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.