Plan Ledger DOL Form 5500 · updated monthly

Jasper Ridge Partners, L.P.401(k)

JASPER RIDGE PARTNERS, L.P. RETIREMENT PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Jasper Ridge Partners, L.P. reported $24,836 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $15,035 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 $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 913th-largest of 5,688 plans among Texas employers on file, and the 1,412th of 4,798 in finance & insurance. In 2024, the employer put in $1.07 for every $1.00 employees contributed themselves; active participation has grown from 120 to 150 since 2022.

Plan summary
Net assets, end of year$62,518,895
Participants with balances176
Active participants150
Employer contributions$2,255,300
Employee contributions$2,107,121
Employer contribution per active participant$15,035
Average account balance$355,221
Benefits paid to participants$1,914,602
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$62.5M · 176 accts · $2.3M emplr
2023$50.9M · 149 accts · $2.0M emplr
2022$40.8M · 142 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,959
Investment management$2,877
Total administrative$24,836
The Jasper Ridge Partners, L.P. 401(k) match · 2024
Employer contribution per active participant$15,035
Median for plans this size$3,635
2024$15,035 per active participant
2023$15,642 per active participant
2022$13,293 per active participant

Jasper Ridge Partners, L.P.'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$21,959

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$24,836 · 0.04%
2023$12,617 · 0.03%
2022$10,786 · 0.02%
Similar plansFinance & Insurance · Texas
Elevate Credit Service, LLC TX$65.6M · 0.02%
Trafigura Trading LLC TX$65.2M · 0.12%
American Bank TX$62.7M · 0.26%
Guaranty Bancshares, Inc. TX$61.5M · 0.25%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 203156656 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.