Plan Ledger DOL Form 5500 · updated monthly

Shea Carr & Jewell Inc dba Scj Alliance401(k)

SCJ ALLIANCE 401(K) PLAN · LACEY, WA · plan year 2024

Reported admin expense ratio · 2024
0.21%

Shea Carr & Jewell Inc dba Scj Alliance reported $24,326 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. 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 0.20% to 0.21%. 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 among the smaller plans on file in Washington (984th of 1,714), and 7,465th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$11,744,611
Participants with balances161
Active participants128
Employer contributions—
Employee contributions$1,050,175
Employer contribution per active participant—
Average account balance$72,948
Benefits paid to participants$2,352,659
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.7M · 161 accts
2023$11.6M · 167 accts
2022$9.9M · 151 accts · $747 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,326
Total administrative$24,326
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$24,325

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$24,326 · 0.21%
2023$22,070 · 0.21%
2022$21,192 · 0.20%
All plans at this employer2
SCJ ALLIANCE 401(K) PLAN401(k)
SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP
Same employer
Similar plansProfessional & Technical Services · Washington
Inviso Corp. WA$12.2M · 0.56%
Group 14 Technologies Inc. WA$12.1M · 0.06%
Systima Technologies, Inc. WA$11.9M · 0.15%
Blueprint Technologies, LLC WA$11.8M · 0.99%
Rdh Building Science, Inc. WA$11.7M · 0.01%
Monarch Enterprises, Inc. WA$11.6M · 0.57%
Newengen, Inc. WA$11.6M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204834444 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.