Plan Ledger DOL Form 5500 · updated monthly

Jones Knowles Ritchie, Inc.401(k)

JONES KNOWLES RITCHIE, INC. 401K PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
0.23%

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

Jones Knowles Ritchie, Inc. reported $19,789 in plan administrative expenses for 2025: 0.23% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,498 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 3 years on file its reported administrative ratio rose from 0.03% to 0.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,618th of 5,648), and 8,027th of 11,654 in professional & technical services. In 2025, employees put in $2.11 for every $1.00 the employer contributed; active participation has grown from 83 to 120 since 2022.

Plan summary
Net assets, end of year$9,918,487
Participants with balances151
Active participants120
Employer contributions$539,814
Employee contributions$1,136,890
Employer contribution per active participant$4,498
Average account balance$65,685
Benefits paid to participants$1,059,137
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS
Plan history4
Yearassets · accounts · employer contribution
2025$9.9M · 151 accts · $540K emplr
2024$7.3M · 138 accts · $511K emplr
2023$6.1M · 141 accts · $517K emplr
2022$3.6M · 116 accts · $369K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$19,789
Total administrative$19,789
The Jones Knowles Ritchie, Inc. 401(k) match · 2025
Employer contribution per active participant$4,498
Median for plans this size$1,464
2025$4,498 per active participant
2024$4,157 per active participant
2023$5,447 per active participant
2022$4,448 per active participant

Jones Knowles Ritchie, Inc.'s 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
VESTWELL · Contract administrator · Investment advisory (plan)$19,789

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

Administrative cost history4
2025$19,789 · 0.23%
2024$13,062 · 0.20%
2023$2,288 · 0.05%
2022$1,200 · 0.03%
Same employer
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Brightfarms, Inc. NY$9.9M · 0.92%
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Source: U.S. Department of Labor, Form 5500 series, EIN 990367592 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.