Plan Ledger DOL Form 5500 · updated monthly

Jaros, Baum & Bolles Consulting Engineers LLP401(k)

JAROS, BAUM & BOLLES EMPLOYEES 401(K) SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Jaros, Baum & Bolles Consulting Engineers LLP reported $164,066 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $1,214 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 fell from 0.24% to 0.22%. 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 964th-largest of 5,648 plans among New York employers on file, and the 1,867th of 11,654 in professional & technical services. In 2024, employees put in $9.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$77,918,033
Participants with balances495
Active participants348
Employer contributions$422,562
Employee contributions$4,144,846
Employer contribution per active participant$1,214
Average account balance$157,410
Benefits paid to participants$7,938,025
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$77.9M · 495 accts · $423K emplr
2023$72.6M · 494 accts · $453K emplr
2022$63.4M · 480 accts · $444K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$84,066
Investment management$80,000
Total administrative$164,066
The Jaros, Baum & Bolles Consulting Engineers LLP 401(k) match · 2024
Employer contribution per active participant$1,214
Median for plans this size$3,635
2024$1,214 per active participant
2023$1,261 per active participant
2022$1,249 per active participant

Jaros, Baum & Bolles Consulting Engineers LLP's 2024 employer contribution ran below the $3,635 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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$84,066
MORGAN STANLEY WEALTH MANAGEMENT · Investment advisory (plan)$80,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp
MID ATLANTIC CAPITAL CORPORATION · Securities brokerageindirect 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
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$164,066 · 0.22%
2023$161,889 · 0.24%
2022$160,315 · 0.24%
Same employer
Similar plansProfessional & Technical Services · New York
Mendes & Mount, LLP NY$79.9M · 0.12%
Farrell Fritz, P.C. NY$79.6M · 0.03%
Active Media Services, Inc. NY$77.2M · 0.28%
Trump Payroll Corp. NY$75.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 130884150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.