Plan Ledger DOL Form 5500 · updated monthly

Junkermier, Clark, Campanella, Stevens, P.C.401(k)

JCCS, PC 401K PROFIT SHARING PLAN & TRUST · GREAT FALLS, MT · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Junkermier, Clark, Campanella, Stevens, P.C. reported $30,101 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $13,457 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 0.11% to 0.10%. 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 44th-largest of 229 plans among Montana employers on file, and the 3,970th of 11,654 in professional & technical services. In 2024, the employer put in $1.52 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$31,868,823
Participants with balances169
Active participants107
Employer contributions$1,439,861
Employee contributions$947,201
Employer contribution per active participant$13,457
Average account balance$188,573
Benefits paid to participants$524,532
Plan auditUnmodified (clean) audit opinion
AuditorBRADY MARTZ, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$31.9M · 169 accts · $1.4M emplr
2023$26.1M · 169 accts · $1.4M emplr
2022$22.5M · 145 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,101
Total administrative$30,101
The Junkermier, Clark, Campanella, Stevens, P.C. 401(k) match · 2024
Employer contribution per active participant$13,457
Median for plans this size$2,416
2024$13,457 per active participant
2023$11,787 per active participant
2022$10,957 per active participant

Junkermier, Clark, Campanella, Stevens, P.C.'s 2024 employer contribution ran above the $2,416 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 · 20241
JOHN HANCOCK TRUST COMPANY LLC · Recordkeeping · Trustee$30,101

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$30,101 · 0.10%
2023$25,282 · 0.10%
2022$24,642 · 0.11%
Same employer
Similar plansProfessional & Technical Services · Montana
Morrison-Maierle, Inc. MT$77.1M · 0.05%
IMAGINE360 Services LLC MT$44.9M · 0.23%
Zoot Enterprises Inc MT$42.5M · 0.27%
Dj&A, P.C. MT$19.3M · 0.18%
Wgm Group, Inc. MT$19.1M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810348775 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.