Plan Ledger DOL Form 5500 · updated monthly

Jeffreym Consulting, LLC401(k)

JEFFREYM CONSULTING LLC 401(K) RETIREMENT PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Jeffreym Consulting, LLC reported $75,396 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,799 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 0.75% to 0.54%. 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 825th-largest of 1,714 plans among Washington employers on file, and 6,438th of 11,654 in professional & technical services. In 2024, employees put in $3.06 for every $1.00 the employer contributed; active participation has shrunk from 302 to 266 since 2022.

Plan summary
Net assets, end of year$15,603,685
Participants with balances381
Active participants266
Employer contributions$744,445
Employee contributions$2,281,708
Employer contribution per active participant$2,799
Average account balance$40,955
Benefits paid to participants$1,640,597
Plan auditUnmodified (clean) audit opinion
AuditorOPSAHL DAWSON & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.6M · 381 accts · $744K emplr
2023$12.3M · 407 accts · $764K emplr
2022$9.5M · 429 accts · $793K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,096
Investment management$51,300
Total administrative$75,396
The Jeffreym Consulting, LLC 401(k) match · 2024
Employer contribution per active participant$2,799
Median for plans this size$2,416
2024$2,799 per active participant
2023$2,842 per active participant
2022$2,626 per active participant

Jeffreym Consulting, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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
USI ADVISORS INC · Investment advisory (plan)$50,107
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$24,096

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$75,396 · 0.54%
2023$69,186 · 0.63%
2022$68,657 · 0.75%
Same employer
Similar plansProfessional & Technical Services · Washington
Accelalpha, Inc. WA$16.1M · 0.43%
A Place for Rover, Inc. WA$16.0M · 0.04%
Snap Mobile Inc. WA$15.7M · 0.05%
Affirma, LLC WA$15.4M · 0.02%
Pace Engineers, Inc. WA$15.0M · 0.41%
Liberty Admin Services, LLC WA$14.9M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412113274 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.