Plan Ledger DOL Form 5500 · updated monthly

Jag - One Intermediate Holdings401(k)

JAG - ONE PHYSICAL THERAPY 401K PROFIT SHARING PLAN AND TRUST · BRIDGEWATER, NJ · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Jag - One Intermediate Holdings reported $12,034 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $758 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 0.02% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 796th-largest of 2,419 plans among New Jersey employers on file, and the 2,639th of 11,911 in health care & social assistance. In 2024, employees put in $2.20 for every $1.00 the employer contributed; active participation has grown from 780 to 1,956 since 2022.

Plan summary
Net assets, end of year$31,877,647
Participants with balances592
Active participants1,956
Employer contributions$1,482,022
Employee contributions$3,264,748
Employer contribution per active participant$758
Average account balance$53,847
Benefits paid to participants$1,425,299
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS BENATOR & LIBBY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$31.9M · 592 accts · $1.5M emplr
2023$23.9M · 492 accts · $1.3M emplr
2022$16.7M · 413 accts · $926K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,034
Total administrative$12,034
The Jag - One Intermediate Holdings 401(k) match · 2024
Employer contribution per active participant$758
Median for plans this size$2,416
2024$758 per active participant
2023$1,500 per active participant
2022$1,188 per active participant

Jag - One Intermediate Holdings's 2024 employer contribution ran below the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$12,034

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$12,034 · 0.04%
2023$6,152 · 0.03%
2022$4,024 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
Acenda, Inc. NJ$33.5M · 0.26%
Cpc Integrated Health, Inc. NJ$32.0M · 0.14%
Carerite Centers, LLC NJ$31.8M · 0.64%
Community Options, Inc. NJ$31.1M · 0.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831033256 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.