Plan Ledger DOL Form 5500 · updated monthly

Jdk Management Co, L.P.401(k)

JDK MANAGEMENT CO. L.P. EMPLOYEE SAVINGS AND RETIREMENT PLAN · BLOOMSBURG, PA · plan year 2023

Reported admin expense ratio · 2023
1.01%

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

Jdk Management Co, L.P. reported $135,909 in plan administrative expenses for 2023: 1.01% of average plan assets, higher than ~90% of peers. Employer contributions averaged $110 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 0.12% to 1.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Pennsylvania (1,955th of 3,651), and the 817th of 2,534 in administrative & support services. In 2023, employees put in $4.98 for every $1.00 the employer contributed; active participation has grown from 1,213 to 1,386 since 2022.

Plan summary
Net assets, end of year$13,835,156
Participants with balances325
Active participants1,386
Employer contributions$152,751
Employee contributions$760,740
Employer contribution per active participant$110
Average account balance$42,570
Benefits paid to participants$2,348,953
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.4M · 329 accts · $158K emplr
2023$13.8M · 325 accts · $153K emplr
2022$13.2M · 180 accts · $146K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$135,909
Total administrative$135,909
The Jdk Management Co, L.P. 401(k) match · 2023
Employer contribution per active participant$110
Median for plans this size$2,440
2024$116 per active participant
2023$110 per active participant
2022$121 per active participant

Jdk Management Co, L.P.'s 2023 employer contribution ran below the $2,440 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 · 20233
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$133,668
LIFESTYLE RETIREMENT COMPANY · Other services$2,240
STIFEL NICOLAUS & COMPANY INC · Investment advisory (plan)indirect comp

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$152,185 · 1.12%
2023$135,909 · 1.01%
2022$17,381 · 0.12%
Same employer
Similar plansAdministrative & Support Services · Pennsylvania
J. Reckner Associates, Inc. PA$15.1M · 0.45%
Roadrunner Recycling, Inc. PA$14.8M · 0.10%
Env Services, Inc. PA$14.1M · 0.14%
Delta-T Group, Inc. PA$13.7M · 0.09%
Varischetti and Sons, Inc. PA$12.6M · 0.02%
Fjc Security Services, Inc. PA$11.4M · 1.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 233062632 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.