Plan Ledger DOL Form 5500 · updated monthly

Jones Street Residential, Inc.401(k)

JONES STREET RESIDENTIAL, INC. 401(K) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Jones Street Residential, Inc. reported $28,215 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. Employer contributions averaged $2,351 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 1 year on file its reported administrative ratio fell from 0.80% to 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Massachusetts (2,308th of 2,726), and 1,513th of 2,096 in real estate & leasing. In 2024, employees put in $2.03 for every $1.00 the employer contributed; active participation has grown from 150 to 166 since 2023.

Plan summary
Net assets, end of year$5,012,408
Participants with balances171
Active participants166
Employer contributions$390,266
Employee contributions$793,201
Employer contribution per active participant$2,351
Average account balance$29,312
Benefits paid to participants$245,108
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$0 · $70K emplr
2024$5.0M · 171 accts · $390K emplr
2023$3.4M · 143 accts · $295K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,913
Investment management$19,302
Total administrative$28,215
The Jones Street Residential, Inc. 401(k) match · 2024
Employer contribution per active participant$2,351
Median for plans this size$1,313
2024$2,351 per active participant
2023$1,968 per active participant

Jones Street Residential, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20244
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$8,913
LPL HOLDINGS, INC. · Investment advisory (plan)$9,797
STANCE CAPITAL, LLC · Investment advisory (plan)$9,505

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

Recordkeeper by year3
2025EPIC RPS
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2025Not separately reported
2024$28,215 · 0.67%
2023$22,199 · 0.80%
Same employer
Similar plansReal Estate & Leasing · Massachusetts
Rentex, Inc. MA$3.8M · 0.07%
Giri Hotel Management LLC MA$3.6M · 1.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822365391 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.