Plan Ledger DOL Form 5500 · updated monthly

Jetta Operating Company, Inc.401(k)

JETTA OPERATING CO 401(K) PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Jetta Operating Company, Inc. reported $49,431 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,207 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 0.05% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 1,179th-largest of 5,688 plans among Texas employers on file, and the 197th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.43 for every $1.00 the employer contributed; active participation has grown from 133 to 152 since 2022.

Plan summary
Net assets, end of year$42,996,472
Participants with balances200
Active participants152
Employer contributions$1,095,504
Employee contributions$1,569,221
Employer contribution per active participant$7,207
Average account balance$214,982
Benefits paid to participants$3,086,181
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.0M · 200 accts · $1.1M emplr
2023$38.2M · 190 accts · $1.0M emplr
2022$35.2M · 200 accts · $899K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,666
Investment management$9,413
Total administrative$49,431
The Jetta Operating Company, Inc. 401(k) match · 2024
Employer contribution per active participant$7,207
Median for plans this size$2,416
2024$7,207 per active participant
2023$7,375 per active participant
2022$6,762 per active participant

Jetta Operating Company, 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 · 20243
CREATIVE PLANNING LLC · Consulting$28,353
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$11,695
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,413

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$49,431 · 0.12%
2023$13,274 · 0.04%
2022$18,190 · 0.05%
Same employer
Similar plansMining, Oil & Gas Extraction · Texas
Exco Resources, Inc. TX$50.4M · 0.24%
Newpark Drilling Fluids LLC TX$47.8M · 0.03%
Comstock Resources, Inc. TX$43.9M · 0.26%
Petrobras America Inc. TX$42.2M · 0.00%
Cox Operating, LLC TX$41.0M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752765486 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.