Plan Ledger DOL Form 5500 · updated monthly

Jonathan Club401(k)

JONATHAN CLUB 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Jonathan Club reported $41,054 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $2,619 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 0.21% to 0.24%. 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 3,858th-largest of 9,483 plans among California employers on file, and the 1,123rd of 3,341 in other services. In 2024, employees put in $1.53 for every $1.00 the employer contributed; active participation has grown from 220 to 246 since 2022.

Plan summary
Net assets, end of year$18,286,546
Participants with balances206
Active participants246
Employer contributions$644,390
Employee contributions$984,270
Employer contribution per active participant$2,619
Average account balance$88,770
Benefits paid to participants$1,962,651
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.3M · 206 accts · $644K emplr
2023$16.6M · 248 accts · $578K emplr
2022$13.8M · 250 accts · $564K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,054
Total administrative$41,054
The Jonathan Club 401(k) match · 2024
Employer contribution per active participant$2,619
Median for plans this size$2,416
2024$2,619 per active participant
2023$2,441 per active participant
2022$2,562 per active participant

Jonathan Club'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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$10,093
ACTUARIAL BENEFITS CORP · Contract administrator$900

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$41,054 · 0.24%
2023$32,383 · 0.21%
2022$31,487 · 0.21%
Same employer
Similar plansOther Services · California
Frasco, Inc. CA$18.8M · 0.07%
Anonymous Content, LLC CA$18.3M · 0.44%
Cali Bamboo, LLC CA$18.3M · 0.55%
Bold North America, LLC CA$17.5M · 0.38%
Human Services Association CA$17.4M · 0.02%
The King's Academy CA$17.3M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 950884320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.