Plan Ledger DOL Form 5500 · updated monthly

Jonah Energy, LLC401(k)

JONAH ENERGY 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Jonah Energy, LLC reported $27,874 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,116 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 0.05% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 257th-largest of 1,461 plans among Colorado employers on file, and the 189th of 612 in mining, oil & gas extraction. In 2024, the employer put in $1.06 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$47,460,951
Participants with balances185
Active participants154
Employer contributions$1,865,882
Employee contributions$1,757,838
Employer contribution per active participant$12,116
Average account balance$256,546
Benefits paid to participants$3,145,965
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.5M · 185 accts · $1.9M emplr
2023$40.9M · 166 accts · $1.6M emplr
2022$36.4M · 197 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,874
Total administrative$27,874
The Jonah Energy, LLC 401(k) match · 2024
Employer contribution per active participant$12,116
Median for plans this size$2,416
2024$12,116 per active participant
2023$10,067 per active participant
2022$10,479 per active participant

Jonah Energy, LLC's 2024 employer contribution ran above the $2,416 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$27,874
HUNTER BENEFITS CONSULTING GROUP · Other servicesindirect comp
NOVA 401K ASSOCIATES · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect 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$27,874 · 0.06%
2023$20,759 · 0.05%
2022$20,080 · 0.05%
Same employer
Similar plansMining, Oil & Gas Extraction · Colorado
Calfrac Well Services Corp. CO$50.6M · 0.50%
Purewest Resources, Inc. CO$49.2M · 0.06%
Qb Energy Management, LLC CO$36.9M · 0.42%
Caerus Operating LLC CO$34.6M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465193792 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.