Plan Ledger DOL Form 5500 · updated monthly

Jonathan Louis International, LTD401(k)

JONATHAN LOUIS INTERNATIONAL, LTD 401(K) PLAN · LOS ANGELES, CA · plan year 2022

Reported admin expense ratio · 2022
0.50%

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

Jonathan Louis International, LTD reported $2,848 in plan administrative expenses for 2022: 0.50% of average plan assets, below the peer median. Employer contributions averaged $311 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (9,039th of 9,483), and 2,024th of 2,096 in real estate & leasing. In 2022, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$570,940
Participants with balances81
Active participants517
Employer contributions$160,973
Employee contributions$335,015
Employer contribution per active participant$311
Average account balance$7,049
Benefits paid to participants$2,398
Plan auditUnmodified (clean) audit opinion
AuditorLUCAS,HORSFALL,MURPHY & PINDROH,LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,119
Professional / advisory$729
Total administrative$2,848
The Jonathan Louis International, LTD 401(k) match · 2022
Employer contribution per active participant$311
Median for plans this size$331

Jonathan Louis International, LTD's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,848 · 0.50%
Same employer
Similar plansReal Estate & Leasing · California
The Cbm Group, Inc CA$879K · 0.15%
Landmark Realty, LLC CA$783K · 1.69%
True Legacy CA$511K · 0.86%
Vandenberghe Properties CA$509K · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953970557 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.