Plan Ledger DOL Form 5500 · updated monthly

John Paul Mitchell Systems401(k)

JOHN PAUL MITCHELL SYSTEMS 401(K) & PROFIT SHARING PLAN · SANTA CLARITA, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

John Paul Mitchell Systems reported $108,207 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $6,359 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 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,472nd-largest of 9,483 plans among California employers on file, and the 2,690th of 13,661 in manufacturing. In 2024, employees put in $1.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$62,729,298
Participants with balances407
Active participants332
Employer contributions$2,111,302
Employee contributions$2,732,724
Employer contribution per active participant$6,359
Average account balance$154,126
Benefits paid to participants$8,763,595
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$62.7M · 407 accts · $2.1M emplr
2023$58.5M · 411 accts · $2.0M emplr
2022$53.4M · 402 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,406
Investment management$71,580
Total administrative$108,207
The John Paul Mitchell Systems 401(k) match · 2024
Employer contribution per active participant$6,359
Median for plans this size$3,635
2024$6,359 per active participant
2023$6,320 per active participant
2022$8,161 per active participant

John Paul Mitchell Systems's 2024 employer contribution ran above the $3,635 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 · 20243
EP WEALTH ADVISORS INC · Investment advisory (plan)$58,223
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$36,406
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$13,346

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$108,207 · 0.18%
2023$102,918 · 0.18%
2022$110,839 · 0.19%
Same employer
Similar plansManufacturing · California
Cadence Aerospace CA$64.2M · 0.03%
Milestone Technologies, Inc CA$63.8M · 0.18%
Spin Master, Inc. CA$62.7M · 0.26%
Griswold Industries CA$62.6M · 0.04%
Rocket Lab USA Inc. CA$62.0M · 0.17%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953504616 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.