Plan Ledger DOL Form 5500 · updated monthly

The John Stewart Company401(k)

THE JOHN STEWART COMPANY 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

The John Stewart Company reported $236,278 in plan administrative expenses for 2024: 0.38% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,078 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 0.38%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,386th-largest of 9,483 plans among California employers on file, and the 202nd of 2,096 in real estate & leasing. In 2024, employees put in $4.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$66,590,799
Participants with balances1,826
Active participants1,355
Employer contributions$1,461,080
Employee contributions$5,876,237
Employer contribution per active participant$1,078
Average account balance$36,468
Benefits paid to participants$6,531,941
Plan auditUnmodified (clean) audit opinion
AuditorPEROTTI & CARRADE CPA
Plan history3
Yearassets · accounts · employer contribution
2024$66.6M · 1,826 accts · $1.5M emplr
2023$57.8M · 1,727 accts · $1.3M emplr
2022$47.9M · 1,648 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$178,418
Investment management$38,860
Audit (IQPA)$19,000
Total administrative$236,278
The The John Stewart Company 401(k) match · 2024
Employer contribution per active participant$1,078
Median for plans this size$3,635
2024$1,078 per active participant
2023$839 per active participant
2022$744 per active participant

The John Stewart Company's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$178,418
SAGEVIEW ADVISORY GROUP, LLC · Consulting$38,860
PEROTTI AND CARRADE · Accounting / audit$19,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$236,278 · 0.38%
2023$203,945 · 0.39%
2022$189,058 · 0.37%
Same employer
Similar plansReal Estate & Leasing · California
Lewis Management Corp. CA$72.0M · 0.04%
Marcus & Millichap, Inc. CA$67.1M · 0.20%
Biomed Realty, L.P. CA$66.3M · 0.23%
Oakwood Worldwide (US) LP CA$65.5M · 0.27%
Electro Rent Corporation CA$64.7M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942477073 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.