Plan Ledger DOL Form 5500 · updated monthly

Jaxon Engineering & Maintenance401(k)

JAXON RETIREMENT SAVINGS PLAN · COLORADO SPRINGS, CO · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Jaxon Engineering & Maintenance reported $26,144 in plan administrative expenses for 2024: 0.32% of average plan assets, below the peer median. Employer contributions averaged $3,309 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (812th of 1,461), and 8,168th of 11,654 in professional & technical services. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,471,451
Participants with balances132
Active participants127
Employer contributions$420,283
Employee contributions$702,937
Employer contribution per active participant$3,309
Average account balance$71,753
Benefits paid to participants$231,656
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$450
Investment management$20,570
Total administrative$26,144
The Jaxon Engineering & Maintenance 401(k) match · 2024
Employer contribution per active participant$3,309
Median for plans this size$1,313

Jaxon Engineering & Maintenance's 2024 employer contribution ran above the $1,313 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 · 20245
EDWARD D JONES & CO LP · Investment advisory (plan)$20,344
PENTEGRA SERVICES INC$3,500
MORNINGSTAR INC DBA MORNINGSTAR ASS$1,624
EMPOWER ADVISORY GROUP, LLC · Investment management$226

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

Administrative cost history1
2024$26,144 · 0.32%
Same employer
Similar plansProfessional & Technical Services · Colorado
Revgen Partners, Inc CO$10.3M · 0.66%
Kumar & Associates, Inc. CO$10.1M · 0.65%
The Red van Workshop, LLC CO$9.4M · 0.06%
Flagship Food Group, LLC CO$9.3M · 0.45%
Agentsync, Inc. CO$9.2M · 0.26%
Atlas Navigators, LLC CO$9.0M · 0.62%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 800211166 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.