Plan Ledger DOL Form 5500 · updated monthly

Johnson, Kendall & Johnson, Inc.401(k)

JKJ SAVINGS PLAN · NEWTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Johnson, Kendall & Johnson, Inc. reported $35,785 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $3,434 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,215th-largest of 3,651 plans among Pennsylvania employers on file, and 2,465th of 4,798 in finance & insurance. In 2024, employees put in $3.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,879,618
Participants with balances136
Active participants129
Employer contributions$442,955
Employee contributions$1,343,345
Employer contribution per active participant$3,434
Average account balance$212,350
Benefits paid to participants$500,170
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,767
Investment management$18
Total administrative$35,785
The Johnson, Kendall & Johnson, Inc. 401(k) match · 2024
Employer contribution per active participant$3,434
Median for plans this size$2,416

Johnson, Kendall & Johnson, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
EMPOWER ANNUITY INSURANCE COMPANY O · Contract administrator · Recordkeeping$35,767
ADVISED ASSETS GROUP, LLC · Investment management$18

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$35,785 · 0.13%
Same employer
Similar plansFinance & Insurance · Pennsylvania
Honat Bancorp, Inc. PA$31.0M · 0.02%
Marquette Savings Bank PA$30.6M · 0.08%
W. N. Tuscano Agency, Inc. PA$28.9M · 0.09%
Wayne Bank PA$28.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231568259 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.