Plan Ledger DOL Form 5500 · updated monthly

Jochim Investments 401(K) Plan401(k)

JOCHIM INVESTMENTS 401(K) PLAN · NEHAWKA, NE · plan year 2022

Reported admin expense ratio · 2022
1.34%

Jochim Investments 401(K) Plan reported $261 in plan administrative expenses for 2022: 1.34% of average plan assets, above the peer median. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Nebraska (563rd of 565), and 3,317th of 3,341 in other services.

Plan summary
Net assets, end of year$34,817
Participants with balances14
Active participants161
Employer contributions—
Employee contributions$19,658
Employer contribution per active participant—
Average account balance$2,487
Plan auditUnmodified (clean) audit opinion
AuditorHENJES CONNER AND WILLIAMS PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$261
Total administrative$261
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$261 · 1.34%
Same employer
Similar plansOther Services · Nebraska
Magic Laundry, Inc CA$41K · 1.09%
Regency Pet, LLC MD$39K · 2.58%
Z H Hospitality MN$39K · 4.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843037977 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.