Plan Ledger DOL Form 5500 · updated monthly

Jerry Services Inc.401(k)

JERRY.AI 401(K) PLAN · PALO ALTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Jerry Services Inc. reported $3,360 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $265 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 0.10% to 0.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (7,835th of 9,483), and 4,591st of 4,798 in finance & insurance. In 2024, employees put in $28.61 for every $1.00 the employer contributed; active participation has shrunk from 194 to 106 since 2022.

Plan summary
Net assets, end of year$3,019,800
Participants with balances124
Active participants106
Employer contributions$28,049
Employee contributions$802,535
Employer contribution per active participant$265
Average account balance$24,353
Benefits paid to participants$1,017,351
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 124 accts · $28K emplr
2023$2.5M · 146 accts
2022$1.5M · 220 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,212
Investment management$2,148
Total administrative$3,360
The Jerry Services Inc. 401(k) match · 2024
Employer contribution per active participant$265
Median for plans this size$1,313

Jerry Services Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$3,360 · 0.12%
2023$2,064 · 0.11%
2022$1,129 · 0.10%
Same employer
Similar plansFinance & Insurance · California
Plocher Holding Company CA$3.6M · 0.34%
Contactability-Com LLC CA$3.3M · 0.05%
Jmj Financial CA$3.2M · 0.77%
Aera Technology Inc. CA$3.2M · 0.92%
True Link Financial, Inc. CA$3.0M · 0.14%
24 Carrots LLC CA$2.7M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820671529 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.