Plan Ledger DOL Form 5500 · updated monthly

Jat Home Services, Inc.401(k)

JAT HOME SERVICES 401(K) PLAN · HOUSTON, TX · plan year 2023

Reported admin expense ratio · 2023
0.36%

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

Jat Home Services, Inc. reported $8,179 in plan administrative expenses for 2023: 0.36% of average plan assets, below the peer median. Employer contributions averaged $1 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 has held roughly steady near 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (4,664th of 5,688), and 4,600th of 5,337 in construction. In 2023, employees put in $3600.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,747,317
Participants with balances96
Active participants153
Employer contributions$186
Employee contributions$669,698
Employer contribution per active participant$1
Average account balance$28,618
Benefits paid to participants$122,516
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.7M · 96 accts · $186 emplr
2022$1.8M · 117 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$8,179
Total administrative$8,179
The Jat Home Services, Inc. 401(k) match · 2023
Employer contribution per active participant$1
Median for plans this size$1,308

Jat Home Services, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MINNESOTA LIFE INSURANCE COMPANY · Contract administrator · Recordkeeping$8,179

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

Administrative cost history2
2023$8,179 · 0.36%
2022$5,650 · 0.35%
Same employer
Similar plansConstruction · Texas
Lakey Electric Company TX$2.8M · 0.02%
J3 Company, LLC TX$2.8M · 0.02%
Fireproof Contractors Inc TX$2.8M · 0.08%
Travis Companies, Inc. TX$2.7M · 0.05%
Dan Williams Company TX$2.7M · 0.99%
Avesta Homes, LLC TX$2.6M · 1.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271408185 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.