Plan Ledger DOL Form 5500 · updated monthly

The John Akridge Company401(k)

THE JACO 401(K) RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

The John Akridge Company reported $155,132 in plan administrative expenses for 2024: 0.46% of average plan assets, above the peer median. Employer contributions averaged $4,986 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 3 years on file its reported administrative ratio has held roughly steady near 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 227th-largest of 618 plans among District of Columbia employers on file, and the 396th of 2,096 in real estate & leasing. In 2024, employees put in $2.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,072,712
Participants with balances158
Active participants116
Employer contributions$578,333
Employee contributions$1,496,527
Employer contribution per active participant$4,986
Average account balance$221,979
Benefits paid to participants$3,857,415
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$35.1M · 158 accts · $578K emplr
2023$32.7M · 158 accts · $563K emplr
2022$27.0M · 158 accts · $513K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$155,132
Total administrative$155,132
The The John Akridge Company 401(k) match · 2024
Employer contribution per active participant$4,986
Median for plans this size$2,416
2024$4,986 per active participant
2023$4,773 per active participant
2022$4,313 per active participant

The John Akridge Company'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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$155,132
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
MORGAN STANLEY · Investment advisory (plan)indirect comp

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$155,132 · 0.46%
2023$135,087 · 0.45%
2022$138,294 · 0.47%
Same employer
Similar plansReal Estate & Leasing · District of Columbia
Madison Realty Corporation DC$50.8M · 0.08%
Urban Land Institute DC$36.5M · 0.23%
William C. Smith & Co. DC$35.4M · 0.51%
Rga, Inc. DC$29.1M · 0.38%
Rise Companies Corp. DC$26.6M · 0.72%
Cresa Global, Inc. DC$24.9M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540951018 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.