Plan Ledger DOL Form 5500 · updated monthly

James J. Anderson Construction401(k)

JAMES J. ANDERSON CONSTRUCTION CO., INC 401 (K) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

James J. Anderson Construction reported $43,092 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $4,115 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 0.160%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,251st-largest of 3,651 plans among Pennsylvania employers on file, and the 1,612th of 5,337 in construction. In 2024, employees put in $3.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,918,346
Participants with balances96
Active participants91
Employer contributions$374,469
Employee contributions$1,212,757
Employer contribution per active participant$4,115
Average account balance$290,816
Benefits paid to participants$2,994,760
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.9M · 96 accts · $374K emplr
2023$25.9M · 101 accts · $388K emplr
2022$21.8M · 107 accts · $411K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,475
Investment management$18,617
Total administrative$43,092
The James J. Anderson Construction 401(k) match · 2024
Employer contribution per active participant$4,115
Median for plans this size$2,416
2024$4,115 per active participant
2023$4,268 per active participant
2022$4,419 per active participant

James J. Anderson Construction'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 · 20243
WELLS FARGO · Recordkeeping · Trustee$24,475
KREISCHER MILLER CARROLL ENGINEERIN · Recordkeeping · Trustee$18,617
ADP BROKER-DEALERindirect 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
2024KREISCHER MILLER CARROLL ENGINEERIN, Wells Fargo
2023KREISCHER MILLER, Wells Fargo

This plan has changed recordkeepers within these filings. If you left James J. Anderson Construction 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 history3
2024$43,092 · 0.16%
2023$39,778 · 0.17%
2022$37,406 · 0.16%
Similar plansConstruction · Pennsylvania
Fine Line Homes, Inc. PA$27.9M · 0.03%
Stewart & Tate, Inc. PA$27.9M · 0.63%
Gooding Group, LLC PA$27.3M · 0.41%
James D. Morrissey, Inc. PA$26.4M · 0.19%
Leonard S. Fiore, Inc. PA$26.0M · 0.34%
Qualtek USA, LLC PA$26.0M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232177868 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.