John C. Heath, Attorney at Law, PLLC401(k)
LEXINGTON LAW FIRM 401(K) PLAN · SALT LAKE CITY, UT · plan year 2023
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
John C. Heath, Attorney at Law, PLLC reported $18,977 in plan administrative expenses for 2023: 0.57% of average plan assets, above the peer median. Employer contributions averaged $2,442 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 1 year on file its reported administrative ratio rose from 0.44% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Utah (691st of 848), and 1,697th of 2,534 in administrative & support services. In 2023, employees put in $1.81 for every $1.00 the employer contributed.
John C. Heath, Attorney at Law, PLLC's 2023 employer contribution ran above the $1,308 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.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 342038362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.