Plan Ledger DOL Form 5500 · updated monthly

Jones, Skelton & Hochuli, P.L.C.401(k)

JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Jones, Skelton & Hochuli, P.L.C. reported $142,101 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $8,851 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 0.30% to 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 174th-largest of 1,285 plans among Arizona employers on file, and the 2,588th of 11,654 in professional & technical services. In 2024, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$54,267,562
Participants with balances197
Active participants148
Employer contributions$1,309,898
Employee contributions$1,662,417
Employer contribution per active participant$8,851
Average account balance$275,470
Benefits paid to participants$4,139,850
Plan auditUnmodified (clean) audit opinion
AuditorEVERS ROBINSON LTD
Plan history3
Yearassets · accounts · employer contribution
2024$54.3M · 197 accts · $1.3M emplr
2023$48.6M · 197 accts · $1.2M emplr
2022$44.5M · 186 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$142,101
Total administrative$142,101
The Jones, Skelton & Hochuli, P.L.C. 401(k) match · 2024
Employer contribution per active participant$8,851
Median for plans this size$3,635
2024$8,851 per active participant
2023$8,495 per active participant
2022$14,020 per active participant

Jones, Skelton & Hochuli, P.L.C.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$51,069
CAMBRIDGE INVESTMENT RESEARCH, INC. · Investment advisory (plan)$40,027
CHARLES SCHWAB BANK · 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
2024The Standard
2023The Standard

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

Administrative cost history3
2024$142,101 · 0.28%
2023$142,173 · 0.31%
2022$148,815 · 0.30%
Same employer
Similar plansProfessional & Technical Services · Arizona
Fiduciary Wise, LLC AZ$75.7M · 0.71%
Osborn Maledon, P.A. AZ$59.3M · 0.17%
Consumer Cellular Inc AZ$55.9M · 0.64%
Ineight Inc. AZ$53.0M · 0.11%
Beachfleischman PLLC AZ$51.6M · 0.33%
Exos AZ$49.5M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860447591 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.