Plan Ledger DOL Form 5500 · updated monthly

Jamhi Health & Wellness, Inc.401(k)

403(B) THRIFT PLAN OF JAMHI HEALTH & WELLNESS, INC. · JUNEAU, AK · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Jamhi Health & Wellness, Inc. reported $854 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,574 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 0.01% to 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Alaska (136th of 160), and 8,313th of 11,911 in health care & social assistance. In 2024, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,336,052
Participants with balances139
Active participants94
Employer contributions$147,918
Employee contributions$253,415
Employer contribution per active participant$1,574
Average account balance$31,195
Benefits paid to participants$898,101
Plan auditUnmodified (clean) audit opinion
AuditorSABEY CPA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 139 accts · $148K emplr
2023$4.3M · 130 accts · $175K emplr
2022$3.9M · 139 accts · $191K emplr
The Jamhi Health & Wellness, Inc. 401(k) match · 2024
Employer contribution per active participant$1,574
Median for plans this size$1,313
2024$1,574 per active participant
2023$1,631 per active participant
2022$1,934 per active participant

Jamhi Health & Wellness, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,210

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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Administrative cost history3
2024$854 · 0.02%
2023$279 · 0.01%
2022$310 · 0.01%
Similar plansHealth Care & Social Assistance · Alaska
Reach, Inc. AK$6.6M · 0.08%
Wildflower Court, Inc AK$4.5M · 0.45%
Akeela, Inc. AK$3.9M · 1.05%
Ozark Health, Inc. AK$3.6M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920106659 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.