Plan Ledger DOL Form 5500 · updated monthly

Jel Sert Company401(k)

JEL SERT COMPANY INCENTIVE SAVINGS PLAN · WEST CHICAGO, IL · plan year 2021

Reported admin expense ratio · 2021
0.19%

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

Jel Sert Company reported $75,052 in plan administrative expenses for 2021: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,317 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 4 years on file its reported administrative ratio has held roughly steady near 0.192%. The plan sits in the $10M–$50M size bracket, benchmarked here against 109 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,019th-largest of 3,702 plans among Illinois employers on file, and the 3,472nd of 13,661 in manufacturing. In 2021, employees put in $3.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$43,402,551
Participants with balances204
Active participants208
Employer contributions$482,005
Employee contributions$1,555,948
Employer contribution per active participant$2,317
Average account balance$212,758
Benefits paid to participants$1,958,370
Plan auditUnmodified (clean) audit opinion
AuditorCASSELL PLAN AUDITS, INC
Plan history4
Yearassets · accounts · employer contribution
2024$41.9M · 253 accts · $546K emplr
2023$39.4M · 221 accts · $597K emplr
2022$34.0M · 216 accts · $537K emplr
2021$43.4M · 204 accts · $482K emplr
The Jel Sert Company 401(k) match · 2021
Employer contribution per active participant$2,317
Median for plans this size$2,122
2024$2,229 per active participant
2023$2,716 per active participant
2022$2,495 per active participant
2021$2,317 per active participant

Jel Sert Company's 2021 employer contribution ran above the $2,122 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 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2024$78,064 · 0.19%
2023$68,461 · 0.19%
2022$72,038 · 0.19%
2021$75,052 · 0.19%
All plans at this employer2
JEL SERT COMPANY INCENTIVE SAVINGS PLAN401(k)
JEL SERT RETIREMENT INCOME AND SAVINGS PLAN401(k)
Same employer
Similar plansManufacturing · Illinois
Terlato Wine Group, LTD. IL$43.8M · 0.14%
Midtronics, Inc. IL$43.6M · 0.19%
Intermatic Incorporated IL$43.5M · 0.16%
Phoenix Closures, Inc. IL$43.3M · 0.20%
Westell Technologies, Inc. IL$42.9M · 0.20%
Union Partners I LLC IL$42.5M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 361279850 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.