Plan Ledger DOL Form 5500 · updated monthly

Koley Jessen P.C., L.L.O.401(k)

KOLEY JESSEN P.C. 401(K) PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Koley Jessen P.C., L.L.O. reported $82,326 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $12,995 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 0.17% to 0.14%. 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 108th-largest of 565 plans among Nebraska employers on file, and the 2,294th of 11,654 in professional & technical services. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$61,968,993
Participants with balances263
Active participants213
Employer contributions$2,767,928
Employee contributions$2,747,117
Employer contribution per active participant$12,995
Average account balance$235,624
Benefits paid to participants$3,310,084
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$62.0M · 263 accts · $2.8M emplr
2023$53.3M · 255 accts · $2.6M emplr
2022$43.2M · 252 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,826
Investment management$25,000
Audit (IQPA)$19,500
Total administrative$82,326
The Koley Jessen P.C., L.L.O. 401(k) match · 2024
Employer contribution per active participant$12,995
Median for plans this size$3,635
2024$12,995 per active participant
2023$12,848 per active participant
2022$10,548 per active participant

Koley Jessen P.C., L.L.O.'s 2024 employer contribution ran above the $3,635 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 · 20244
HUB INVESTMENT ADVISORS · Investment advisory (plan)$25,000
LUTZ & COMPANY · Accounting / audit$19,500
ASCENSUS HOLDINGS DBA FUTUREPLAN · Contract administrator$18,205

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$82,326 · 0.14%
2023$65,030 · 0.13%
2022$78,564 · 0.17%
Same employer
Similar plansProfessional & Technical Services · Nebraska
Baird Holm LLP NE$109.5M · 0.21%
Cassling NE$78.5M · 0.14%
Celerion, Inc. NE$68.0M · 0.23%
Fraser Stryker PC Llo NE$54.8M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470712652 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.