Plan Ledger DOL Form 5500 · updated monthly

Jordan & Skala Engineers, Inc.401(k)

JSE 401(K) PLAN · NORCROSS, GA · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Jordan & Skala Engineers, Inc. reported $124,125 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged -$0 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 rose from 0.41% to 0.44%. 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 691st-largest of 2,160 plans among Georgia employers on file, and the 4,320th of 11,654 in professional & technical services. active participation has shrunk from 333 to 274 since 2022.

Plan summary
Net assets, end of year$28,634,775
Participants with balances365
Active participants274
Employer contributions-$4
Employee contributions$2,049,896
Employer contribution per active participant-$0
Average account balance$78,451
Benefits paid to participants$5,161,642
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.6M · 365 accts
2023$28.1M · 414 accts · $629K emplr
2022$22.5M · 398 accts · $591K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,315
Investment management$73,060
Audit (IQPA)$14,750
Total administrative$124,125
The Jordan & Skala Engineers, Inc. 401(k) match · 2024
Employer contribution per active participant-$0
Median for plans this size$2,416
2023$2,008 per active participant
2022$1,776 per active participant

Jordan & Skala Engineers, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$40,840
ONEDIGITAL · Investment management$53,784
WINDHAM BRANNON, PC · Accounting / audit$14,750

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$124,125 · 0.44%
2023$87,962 · 0.35%
2022$96,264 · 0.41%
Same employer
Similar plansProfessional & Technical Services · Georgia
Business Software, Inc. GA$29.6M · 0.14%
Hancock, Askew & Co., LLP GA$29.5M · 0.04%
Hotel Equities Group, LLC GA$28.1M · 0.97%
Eoc, Inc. GA$28.0M

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Source: U.S. Department of Labor, Form 5500 series, EIN 581359120 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.