Plan Ledger DOL Form 5500 · updated monthly

John R. Jurgensen & Associated Companies401(k)

JURGENSEN COMPANIES SALARIED RETIREMENT PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

John R. Jurgensen & Associated Companies reported $79,678 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $11,368 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 0.121%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 506th-largest of 3,295 plans among Ohio employers on file, and the 849th of 5,337 in construction. In 2024, the employer put in $1.02 for every $1.00 employees contributed themselves; active participation has grown from 167 to 185 since 2022.

Plan summary
Net assets, end of year$67,641,459
Participants with balances224
Active participants185
Employer contributions$2,103,071
Employee contributions$2,055,881
Employer contribution per active participant$11,368
Average account balance$301,971
Benefits paid to participants$11,105,698
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$67.6M · 224 accts · $2.1M emplr
2023$64.4M · 210 accts · $2.1M emplr
2022$65.1M · 200 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,056
Total administrative$79,678
The John R. Jurgensen & Associated Companies 401(k) match · 2024
Employer contribution per active participant$11,368
Median for plans this size$3,635
2024$11,368 per active participant
2023$11,348 per active participant
2022$11,108 per active participant

John R. Jurgensen & Associated Companies's 2024 employer contribution ran above the $3,635 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.

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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$48,056
CERITY PARTNERS LLC · Consulting$31,622

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$79,678 · 0.12%
2023$72,104 · 0.11%
2022$91,918 · 0.12%
Similar plansConstruction · Ohio
Digeronimo OH$75.9M · 0.29%
Bi-Con Services, Inc. OH$69.3M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310578656 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.