Plan Ledger DOL Form 5500 · updated monthly

Jon K. Takata Corporation dba Restoration Management Company401(k)

JON K. TAKATA CORPORATION 401(K) PROFIT SHARING PLAN · LIVERMORE, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Jon K. Takata Corporation dba Restoration Management Company reported $64,786 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $1,596 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 fell from 0.26% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,825th-largest of 9,483 plans among California employers on file, and the 777th of 3,341 in other services. In 2024, employees put in $4.04 for every $1.00 the employer contributed; active participation has grown from 427 to 483 since 2022.

Plan summary
Net assets, end of year$28,097,216
Participants with balances569
Active participants483
Employer contributions$770,973
Employee contributions$3,117,393
Employer contribution per active participant$1,596
Average account balance$49,380
Benefits paid to participants$3,031,961
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.1M · 569 accts · $771K emplr
2023$24.1M · 571 accts · $807K emplr
2022$17.3M · 503 accts · $667K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,707
Investment management$8,079
Total administrative$64,786
The Jon K. Takata Corporation dba Restoration Management Company 401(k) match · 2024
Employer contribution per active participant$1,596
Median for plans this size$2,416
2024$1,596 per active participant
2023$1,657 per active participant
2022$1,561 per active participant

Jon K. Takata Corporation dba Restoration Management Company'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
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$7,947
BAYBRIDGE CAPITAL GROUP LLCindirect comp
REDWOOD PENSIONS LLC · Other servicesindirect comp

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$64,786 · 0.25%
2023$43,308 · 0.21%
2022$46,515 · 0.26%
Same employer
Similar plansOther Services · California
Conrad N. Hilton Foundation CA$28.6M · 0.08%
Links Healthcare Group LLC CA$27.3M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943267563 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.