Plan Ledger DOL Form 5500 · updated monthly

Jones, Waldo, Holbrook & McDonough, P.C.401(k)

JONES, WALDO, HOLBROOK & MCDONOUGH PROFIT SHARING PLAN AND TRUST · SALT LAKE CITY, UT · plan year 2022

Reported admin expense ratio · 2022
0.36%

Jones, Waldo, Holbrook & McDonough, P.C. reported $91,642 in plan administrative expenses for 2022: 0.36% of average plan assets, above the peer median. 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Utah (847th of 848), and 11,653rd of 11,654 in professional & technical services. In 2022, the employer put in $1.78 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$36
Participants with balances0
Active participants0
Employer contributions$325,475
Employee contributions$183,357
Employer contribution per active participant—
Average account balance—
Benefits paid to participants$45,919,101
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$41,877
Investment management$40,790
Professional / advisory$8,975
Total administrative$91,642
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$91,642 · 0.36%
Similar plansProfessional & Technical Services · Utah
Med USA, LLC UT$649K · 0.56%
K&H Green UT$598K · 1.60%
Sparrow Electric UT$336K · 0.77%
Pj Restaurants LLC UT$141K · 1.75%
Turvo, Inc CA$287 · 0.16%
Brighttalk Inc. MA$115 · 0.19%
Feather Home Inc. NY$44 · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870347609 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.