Plan Ledger DOL Form 5500 · updated monthly

Kennedy/Jenks Consultants, Inc.401(k) + ESOP (KSOP)

KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Kennedy/Jenks Consultants, Inc. reported $173,777 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $3,167 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 0.134% to 0.125%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 711th-largest of 9,483 plans among California employers on file, and the 1,059th of 11,654 in professional & technical services. In 2024, employees put in $3.81 for every $1.00 the employer contributed; active participation has grown from 429 to 507 since 2022.

Plan summary
Net assets, end of year$147,956,417
Participants with balances719
Active participants507
Employer contributions$1,605,497
Employee contributions$6,121,370
Employer contribution per active participant$3,167
Average account balance$205,781
Benefits paid to participants$8,118,413
Plan auditUnmodified (clean) audit opinion
AuditorHOOD & STRONG LLP
Plan history3
Yearassets · accounts · employer contribution
2024$148.0M · 719 accts · $1.6M emplr
2023$130.0M · 684 accts · $1.4M emplr
2022$112.1M · 618 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$123,297
Investment management$50,480
Total administrative$173,777
The Kennedy/Jenks Consultants, Inc. 401(k) match · 2024
Employer contribution per active participant$3,167
Median for plans this size$3,635
2024$3,167 per active participant
2023$2,819 per active participant
2022$2,896 per active participant

Kennedy/Jenks Consultants, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$145,177
SILICON VALLEY RETMENT SERVICES LLC · Investment management$28,600

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$173,777 · 0.13%
2023$166,687 · 0.14%
2022$164,404 · 0.13%
Same employer
Similar plansProfessional & Technical Services · California
Willdan Group, Inc. CA$148.8M · 0.25%
Alorica, Inc. CA$145.6M · 0.28%
Nektar Therapeutics CA$143.5M · 0.03%
Bill Holdings, Inc. CA$143.4M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942147007 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.