Plan Ledger DOL Form 5500 · updated monthly

Jackson Kelly PLLC401(k)

JACKSON KELLY PLLC 401(K) PS PLAN TRUST · CHARLESTON, WV · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Jackson Kelly PLLC reported $135,291 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $10,575 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 rose from 0.07% to 0.10%. 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 15th-largest of 265 plans among West Virginia employers on file, and the 1,062nd of 11,654 in professional & technical services. In 2024, the employer put in $1.17 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$147,409,106
Participants with balances472
Active participants289
Employer contributions$3,056,219
Employee contributions$2,603,450
Employer contribution per active participant$10,575
Average account balance$312,307
Benefits paid to participants$5,806,232
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$147.4M · 472 accts · $3.1M emplr
2023$130.3M · 462 accts · $2.8M emplr
2022$116.6M · 461 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Investment management$31,397
Total administrative$135,291
The Jackson Kelly PLLC 401(k) match · 2024
Employer contribution per active participant$10,575
Median for plans this size$3,635
2024$10,575 per active participant
2023$10,209 per active participant
2022$9,873 per active participant

Jackson Kelly PLLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20245
COMPERIO RETIREMENT CONSULTING, IN · Consulting$44,000
FISHER ASSETS MANAGEMENT · Consulting$33,029
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$31,397
BUCKINGHAM STRATEGIC WEALTH LLC · Consulting$19,251
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$135,291 · 0.10%
2023$104,524 · 0.08%
2022$93,164 · 0.07%
Same employer
Similar plansProfessional & Technical Services · West Virginia
Steptoe & Johnson PLLC WV$188.9M · 0.14%
Bowles Rice LLP WV$73.3M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550394215 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.