Plan Ledger DOL Form 5500 · updated monthly

Jr & Co., Inc.401(k)

JR & CO., INC. EMPLOYEES SAVINGS TRUST · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Jr & Co., Inc. reported $2,510 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $998 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 0.15% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Missouri (1,124th of 1,393), and 4,188th of 5,337 in construction. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has grown from 198 to 271 since 2022.

Plan summary
Net assets, end of year$4,150,575
Participants with balances123
Active participants271
Employer contributions$270,568
Employee contributions$503,688
Employer contribution per active participant$998
Average account balance$33,745
Benefits paid to participants$283,199
Plan auditUnmodified (clean) audit opinion
AuditorRUBIN BROWN
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 123 accts · $271K emplr
2023$3.2M · 113 accts
2022$2.7M · 113 accts · $155K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,510
Total administrative$2,510
The Jr & Co., Inc. 401(k) match · 2024
Employer contribution per active participant$998
Median for plans this size$1,313
2024$998 per active participant
2022$785 per active participant

Jr & Co., Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$2,510

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

Administrative cost history3
2024$2,510 · 0.07%
2023$2,513 · 0.09%
2022$4,509 · 0.15%
Same employer
Similar plansConstruction · Missouri
Aspen Contracting, Inc. MO$5.1M · 0.05%
Jpi Glass LLC MO$4.7M · 0.64%
Pk Construction LLC MO$3.5M · 0.67%
Mam, LLC MO$3.0M · 0.09%
Martinus Bottom Line LLC MO$2.8M · 1.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710871020 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.