Plan Ledger DOL Form 5500 · updated monthly

John L. Scott, Inc.401(k)

JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN · BELLEVUE, WA · plan year 2024

Reported admin expense ratio · 2024
0.37%

John L. Scott, Inc. reported $50,446 in plan administrative expenses for 2024: 0.37% 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.

Across the 2 years on file its reported administrative ratio rose from 0.25% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Washington (888th of 1,714), and the 888th of 2,096 in real estate & leasing. active participation has shrunk from 211 to 164 since 2022.

Plan summary
Net assets, end of year$14,062,668
Participants with balances237
Active participants164
Employer contributions—
Employee contributions$1,043,943
Employer contribution per active participant—
Average account balance$59,336
Benefits paid to participants$2,348,341
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 237 accts
2023$13.3M · 257 accts · $746 emplr
2022$12.1M · 281 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,946
Investment management$34,600
Audit (IQPA)$6,900
Total administrative$50,446
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 · 20245
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$9,714
GLOBAL RETIREMENT PARTNERS LLC · Investment management$25,000
FISHER INVESTMENTS · Investment advisory (participants)$8,807
SWEENEY CONRAD PS · Accounting / audit$6,900
CHARLES SCHWAB & CO., INC. · Securities brokerage$169

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$50,446 · 0.37%
2023$30,195 · 0.24%
2022$34,604 · 0.25%
Same employer
Similar plansReal Estate & Leasing · Washington
Msre Management, LLC WA$12.3M · 0.59%
Jsh Properties, Inc. WA$11.7M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910690535 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.