Plan Ledger DOL Form 5500 · updated monthly

Jonathan Engineered Solutions, Inc.401(k)

JONATHAN GROUP 401(K) PLAN · IRVING, CA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Jonathan Engineered Solutions, Inc. reported $96,581 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $2,158 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 0.64% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,973rd-largest of 9,483 plans among California employers on file, and the 4,943rd of 13,661 in manufacturing. In 2024, employees put in $2.51 for every $1.00 the employer contributed; active participation has grown from 242 to 326 since 2022.

Plan summary
Net assets, end of year$26,319,176
Participants with balances309
Active participants326
Employer contributions$703,437
Employee contributions$1,762,990
Employer contribution per active participant$2,158
Average account balance$85,175
Benefits paid to participants$2,640,488
Plan auditUnmodified (clean) audit opinion
AuditorSMITH ELLIOTT KEARNS & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$26.3M · 309 accts · $703K emplr
2023$23.5M · 307 accts · $640K emplr
2022$14.8M · 230 accts · $455K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$96,581
Total administrative$96,581
The Jonathan Engineered Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$2,158
Median for plans this size$2,416
2024$2,158 per active participant
2023$2,031 per active participant
2022$1,878 per active participant

Jonathan Engineered Solutions, 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
RBC CAPITAL MARKET · Recordkeeping · Investment advisory (plan)$36,655
THE VANGUARD GROUP · Recordkeeping$26,885
TIGERS EYE BENEFITS CONSULTING · Plan administrator · Consulting$38,545

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024RBC CAPITAL MARKET, Vanguard
2023RBC CAPITAL MARKET, Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$96,581 · 0.39%
2023$83,548 · 0.44%
2022$74,594 · 0.64%
Same employer
Similar plansManufacturing · California
Palecek CA$26.2M · 0.29%
Psiquantum Corp. CA$26.2M · 0.25%
Fox Head, Inc. CA$25.9M · 0.04%
Aeva, Inc. CA$25.9M · 0.25%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953112735 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.