Plan Ledger DOL Form 5500 · updated monthly

Jeo,Inc.401(k)

JEO, INC. 401(K) PROFIT SHARING PLAN · WAHOO, NE · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Jeo,Inc. reported $102,546 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $2,947 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 3 years on file its reported administrative ratio has held roughly steady near 0.220%. 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 126th-largest of 565 plans among Nebraska employers on file, and the 2,713th of 11,654 in professional & technical services. In 2024, employees put in $3.02 for every $1.00 the employer contributed; active participation has grown from 272 to 358 since 2022.

Plan summary
Net assets, end of year$51,141,970
Participants with balances428
Active participants358
Employer contributions$1,055,065
Employee contributions$3,186,462
Employer contribution per active participant$2,947
Average account balance$119,491
Benefits paid to participants$1,767,891
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$51.1M · 428 accts · $1.1M emplr
2023$42.0M · 386 accts · $854K emplr
2022$32.5M · 347 accts · $792K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,018
Investment management$52,528
Total administrative$102,546
The Jeo,Inc. 401(k) match · 2024
Employer contribution per active participant$2,947
Median for plans this size$2,416
2024$2,947 per active participant
2023$2,728 per active participant
2022$2,911 per active participant

Jeo,Inc.'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
UNION BANK & TRUST COMPANY · Claims processing · Recordkeeping$50,018
CAPTRUST FINANCIAL ADVISORS · Investment advisory (plan)$52,528

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

Recordkeeper by year2
2024UNION BANK & TRUST COMPANY
2023UNION BANK & TRUST COMPANY

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

Administrative cost history3
2024$102,546 · 0.22%
2023$85,148 · 0.23%
2022$76,109 · 0.22%
All plans at this employer2
JEO, INC. 401(K) PROFIT SHARING PLAN401(k)
JEO EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansProfessional & Technical Services · Nebraska
Fraser Stryker PC Llo NE$54.8M · 0.06%
Midwest Laboratories, Inc. NE$45.6M · 0.24%
Pen-Link, LTD. NE$41.2M · 0.42%
Clark & Enersen, Inc. NE$36.2M · 0.01%
Lamp Rynearson, Inc. NE$34.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 815000855 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.