Plan Ledger DOL Form 5500 · updated monthly

Jacks Maintenance Service Inc.401(k)

JACKS MAINTENANCE SERVICE INC 401(K) PROFIT SHARING PLAN & TRUST · NEENAH, WI · plan year 2024

Reported admin expense ratio · 2024
0.98%

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

Jacks Maintenance Service Inc. reported $28,961 in plan administrative expenses for 2024: 0.98% of average plan assets, higher than ~75% of peers. Employer contributions averaged $259 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 3 years on file its reported administrative ratio has held roughly steady near 0.98%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Wisconsin (1,761st of 1,936), and 1,740th of 2,534 in administrative & support services. In 2024, employees put in $2.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,119,400
Participants with balances103
Active participants240
Employer contributions$62,207
Employee contributions$166,928
Employer contribution per active participant$259
Average account balance$30,285
Benefits paid to participants$281,462
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 103 accts · $62K emplr
2023$2.8M · 113 accts · $63K emplr
2022$2.3M · 118 accts · $62K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,978
Investment management$24,983
Total administrative$28,961
The Jacks Maintenance Service Inc. 401(k) match · 2024
Employer contribution per active participant$259
Median for plans this size$1,313
2024$259 per active participant
2023$258 per active participant
2022$246 per active participant

Jacks Maintenance Service Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$28,961

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$28,961 · 0.98%
2023$23,632 · 0.93%
2022$24,571 · 1.01%
Same employer
Similar plansAdministrative & Support Services · Wisconsin
Out Source Inc. WI$5.2M · 0.77%
Jonco Industries, Inc. WI$2.6M · 0.65%
Psab Enterprises Inc WI$1.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391132894 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.