Plan Ledger DOL Form 5500 · updated monthly

Jht Holdings, Inc.401(k)

JHT HOLDINGS, INC. AND PARTICIPATING EMPLOYERS 401(K) PLAN · PLEASANT PRAIRIE, WI · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Jht Holdings, Inc. reported $61,628 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $3,210 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 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 754th-largest of 1,936 plans among Wisconsin employers on file, and the 645th of 2,677 in transportation & warehousing. In 2024, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,104,803
Participants with balances285
Active participants216
Employer contributions$693,338
Employee contributions$1,532,698
Employer contribution per active participant$3,210
Average account balance$84,578
Benefits paid to participants$1,323,351
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.1M · 285 accts · $693K emplr
2023$20.5M · 286 accts · $655K emplr
2022$17.8M · 305 accts · $565K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,628
Total administrative$61,628
The Jht Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$3,210
Median for plans this size$2,416
2024$3,210 per active participant
2023$2,975 per active participant
2022$2,555 per active participant

Jht Holdings, 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 · 20241
JOHNSON BANK · Trustee · Investment advisory (plan)$61,628

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$61,628 · 0.28%
2023$58,102 · 0.30%
2022$54,092 · 0.29%
Same employer
Similar plansTransportation & Warehousing · Wisconsin
Midwest Holding Group, Inc. WI$27.7M · 0.46%
Lamers Bus Lines, Inc. WI$26.6M · 0.03%
Wow Logistics Company WI$24.7M · 0.18%
Halvor Lines, Inc. WI$20.9M · 0.64%
Tankstar USA, Inc. WI$19.5M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364329347 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.