Plan Ledger DOL Form 5500 · updated monthly

Jon-Don, LLC401(k)

JON-DON, LLC EMPLOYEES' 401(K) PLAN · ROSELLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Jon-Don, LLC reported $106,905 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $457 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 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,389th-largest of 3,702 plans among Illinois employers on file, and the 1,445th of 4,246 in wholesale trade. In 2024, employees put in $8.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,751,403
Participants with balances339
Active participants424
Employer contributions$193,579
Employee contributions$1,643,203
Employer contribution per active participant$457
Average account balance$81,863
Benefits paid to participants$5,028,927
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $162K emplr
2024$27.8M · 339 accts · $194K emplr
2023$26.8M · 359 accts · $502K emplr
2022$22.5M · 371 accts · $475K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,405
Investment management$55,500
Total administrative$106,905
The Jon-Don, LLC 401(k) match · 2024
Employer contribution per active participant$457
Median for plans this size$2,416
2024$457 per active participant
2023$1,169 per active participant
2022$1,071 per active participant

Jon-Don, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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.

Administrative cost history4
2025Not separately reported
2024$106,905 · 0.39%
2023$101,919 · 0.41%
2022$97,542 · 0.40%
Same employer
Similar plansWholesale Trade · Illinois
Koerner Distributor, Inc. IL$28.3M · 0.57%
Quad Plus LLC IL$28.1M · 0.51%
Chervon North America, Inc. IL$27.7M · 0.23%
Trim-Rite, Inc. IL$27.6M · 0.33%
Gerflor USA Inc IL$27.0M · 0.39%
Georgia Nut Company IL$26.1M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362974501 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.