Plan Ledger DOL Form 5500 · updated monthly

Jones & Jones Management Group401(k)

JONES & JONES MANAGEMENT GROUP 401K · WOODLAND HILLS, CA · plan year 2023

Reported admin expense ratio · 2023
0.06%

Jones & Jones Management Group reported $911 in plan administrative expenses for 2023: 0.06% of average plan assets, lower than ~75% of peers. 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 1 year on file its reported administrative ratio rose from 0.05% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (8,455th of 9,483), and 1,895th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$1,674,892
Participants with balances139
Active participants91
Employer contributions—
Employee contributions$179,703
Employer contribution per active participant—
Average account balance$12,050
Benefits paid to participants$54,106
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$1.7M · 139 accts
2022$1.3M · 139 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$911
Total administrative$911
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ADP, INC. · Loan processing · Recordkeeping$911
ADP BROKER-DEALER · 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
2024Not separately reported
2023$911 · 0.06%
2022$815 · 0.05%
Similar plansReal Estate & Leasing · California
Pfn Lending Group Inc CA$1.9M · 0.84%
Pe Management Group, Inc. CA$1.9M · 2.51%
Greens Operations, Inc. CA$1.6M · 0.52%
Total Storage Solutions CA$1.4M · 0.70%
Westwind Management Inc CA$1.4M · 0.11%
Wright Celebrations, Inc. CA$1.4M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952754836 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.