Plan Ledger DOL Form 5500 · updated monthly

Johnstone Moyer, Inc.401(k)

JOHNSTONE MOYER, INC. 401(K) PLAN · SAN CARLOS, CA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Johnstone Moyer, Inc. reported $54,795 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $1,906 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 2 years on file its reported administrative ratio rose from 0.37% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 4,503rd-largest of 9,483 plans among California employers on file, and the 2,545th of 5,337 in construction. In 2024, employees put in $6.34 for every $1.00 the employer contributed; active participation has shrunk from 137 to 95 since 2022.

Plan summary
Net assets, end of year$14,278,978
Participants with balances129
Active participants95
Employer contributions$181,104
Employee contributions$1,147,720
Employer contribution per active participant$1,906
Average account balance$110,690
Benefits paid to participants$1,780,299
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.3M · 129 accts · $181K emplr
2023$12.6M · 155 accts · $292K emplr
2022$10.0M · 164 accts · $343K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,301
Investment management$25,494
Total administrative$54,795
The Johnstone Moyer, Inc. 401(k) match · 2024
Employer contribution per active participant$1,906
Median for plans this size$2,416
2024$1,906 per active participant
2023$2,521 per active participant
2022$2,501 per active participant

Johnstone Moyer, Inc.'s 2024 employer contribution ran below 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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$25,494
NICHOLAS PENSION CONSULTANTS, INC. · Contract administrator$18,540

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$54,795 · 0.41%
2023$42,937 · 0.38%
2022$40,031 · 0.37%
Same employer
Similar plansConstruction · California
Gothic Landscaping, Inc. CA$14.8M · 0.08%
Crew, Inc. CA$14.4M · 0.50%
Arrow Drillers, Inc. CA$14.3M · 0.49%
Vision Systems, Inc. CA$14.2M · 0.05%
Anvil Builders, Inc. CA$14.2M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412053289 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.