Plan Ledger DOL Form 5500 · updated monthly

Jhi Group Inc.ESOP

JANOTTA & HERNER, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST · MONROEVILLE, OH · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Jhi Group Inc. reported $126,340 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $16,340 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 0.46% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 823rd-largest of 3,295 plans among Ohio employers on file, and the 1,308th of 5,337 in construction.

Plan summary
Net assets, end of year$37,346,906
Participants with balances240
Active participants153
Employer contributions$2,500,000
Employee contributions—
Employer contribution per active participant$16,340
Average account balance$155,612
Benefits paid to participants$1,764,041
Plan auditUnmodified (clean) audit opinion
AuditorPAYNE NICKLES & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$37.3M · 240 accts · $2.5M emplr
2023$31.5M · 234 accts · $2.0M emplr
2022$25.9M · 240 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,492
Investment management$41,689
Audit (IQPA)$32,290
Total administrative$126,340
Employer contributions to the Jhi Group Inc. plan · 2024
Employer contribution per active participant$16,340
Median for plans this size$2,416
2024$16,340 per active participant
2023$13,986 per active participant
2022$9,615 per active participant

Jhi Group 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 · 20246
PRINCIPAL LIFE INSURANCE CO · Contract administrator · Recordkeeping$23,947
EDWARD D. JONES & CO., L.P. · Investment advisory (plan)$32,646
PAYNE NICKLES & COMPANY · Accounting / audit$32,290
MANAGEMENT PLANNING, INC. · Valuation$12,580
HIGHLAND CONSULTING ASSOCIATES, INC · Custodial (securities)$9,043
THE MGM GROUP INC · Trustee (directed)$6,750

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

Recordkeeper by year2
2024Principal
2023ZABARSKY & ASSOCIATES, LLC

This plan has changed recordkeepers within these filings. If you left Jhi Group Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$126,340 · 0.37%
2023$101,695 · 0.35%
2022$116,506 · 0.46%
All plans at this employer2
JHI GROUP INC. INCENTIVE SAVINGS PLAN401(k)
JANOTTA & HERNER, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP
Same employer
Similar plansConstruction · Ohio
Gardiner Service Company OH$39.1M · 0.06%
Perfection Group, Inc. OH$35.1M · 0.03%
Mvo Holdings, LLC OH$32.9M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340894044 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.