Plan Ledger DOL Form 5500 · updated monthly

Jones Sign Co., Inc.401(k)

JONES SIGN CO., INC. 401(K) PLAN AND TRUST · DE PERE, WI · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Jones Sign Co., Inc. reported $60,709 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,652 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 0.21% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 552nd-largest of 1,936 plans among Wisconsin employers on file, and the 3,676th of 11,654 in professional & technical services. In 2024, employees put in $2.66 for every $1.00 the employer contributed; active participation has shrunk from 401 to 314 since 2022.

Plan summary
Net assets, end of year$35,065,244
Participants with balances562
Active participants314
Employer contributions$832,867
Employee contributions$2,219,517
Employer contribution per active participant$2,652
Average account balance$62,394
Benefits paid to participants$2,732,091
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$35.1M · 562 accts · $833K emplr
2023$29.0M · 590 accts · $1.3M emplr
2022$22.4M · 578 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,698
Investment management$15,968
Total administrative$60,709
The Jones Sign Co., Inc. 401(k) match · 2024
Employer contribution per active participant$2,652
Median for plans this size$2,416
2024$2,652 per active participant
2023$3,714 per active participant
2022$2,951 per active participant

Jones Sign Co., Inc.'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 · 20244
ALLIANCE PENSION CONSULTANTS, LLC · Recordkeeping · Pension consulting$44,698
MILLENNIUM INVESTMENT & RETIREMENT · Investment advisory (plan)$15,968
CHARLES SCHWAB AND CO., INC. · Custodial (securities) · Securities brokerage$51
CHARLES SCHWAB TRUST BANK · Consulting · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024ALLIANCE PENSION CONSULTANTS, LLC
2023ALLIANCE PENSION CONSULTANTS, LLC

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Administrative cost history3
2024$60,709 · 0.19%
2023$55,557 · 0.22%
2022$50,275 · 0.21%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
McMahon Associates, Inc. WI$37.2M · 0.33%
Kerberrose S.C. WI$37.1M · 0.03%
The Hiebing Group Inc WI$35.1M · 0.17%
Hawkins Ash Cpas, LLP WI$34.1M · 0.26%
Vrakas Sc WI$33.7M · 0.03%
Wegner Cpas, LLP WI$32.2M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391233920 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.