Plan Ledger DOL Form 5500 · updated monthly

Jedson Engineering, Inc.401(k)

JEDSON ENGINEERING, INC. 401(K) PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Jedson Engineering, Inc. reported $53,958 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $4,355 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 0.18% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 797th-largest of 3,295 plans among Ohio employers on file, and the 3,383rd of 11,654 in professional & technical services. In 2024, employees put in $2.57 for every $1.00 the employer contributed; active participation has grown from 190 to 327 since 2022.

Plan summary
Net assets, end of year$38,858,963
Participants with balances51
Active participants327
Employer contributions$1,424,162
Employee contributions$3,665,256
Employer contribution per active participant$4,355
Average account balance$761,940
Benefits paid to participants$1,559,676
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.9M · 51 accts · $1.4M emplr
2023$28.1M · 260 accts · $1.1M emplr
2022$20.9M · 224 accts · $825K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,958
Investment management$20,000
Total administrative$53,958
The Jedson Engineering, Inc. 401(k) match · 2024
Employer contribution per active participant$4,355
Median for plans this size$2,416
2024$4,355 per active participant
2023$4,483 per active participant
2022$4,341 per active participant

Jedson Engineering, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
JOHN HANCOCK RETIREMENT PLAN SRVCS · Recordkeeping · Loan processing$33,958
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$20,000

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$53,958 · 0.16%
2023$44,500 · 0.18%
2022$39,927 · 0.18%
Same employer
Similar plansProfessional & Technical Services · Ohio
Wd Partners, Inc. OH$39.7M · 0.20%
Barnes, Dennig & Co., LTD. OH$39.3M · 0.62%
Terillium, Inc. OH$38.9M · 0.10%
Heapy Engineering OH$38.2M · 0.52%
The Finit Group LLC OH$38.1M · 0.09%
Ascendum Solutions, LLC OH$37.9M · 0.43%
Arctos, LLC OH$37.2M · 0.31%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 311745802 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.