Jack Doheny 401(k) match, vesting and fees
What Jack Doheny's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nationwide | Schedule C ↗ |
| Independent auditor | Cbiz Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Jack Doheny: employer contribution per participant | $2,060 | |
| Peer median | $1,680 |
| Jack Doheny: average balance | $62,820 | |
| Peer median | $52,722 |
| Jack Doheny: admin expenses ÷ assets | 0.49% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $15.4M at the end of plan year 2023 to $16.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 290 | $16.6M | $544K | $2,060 | 0.49% | Not published | Form 5500 ↗ |
| 2023 | 312 | $15.4M | $564K | $1,820 | 2.09% | Not published | Form 5500 ↗ |
Other Jack Doheny plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Jack Doheny Companies, Inc. 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Uhy LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Jack Doheny match 401(k) contributions?
The match terms for the Jack Doheny Company 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $544K in employer contributions, about $2,060 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jack Doheny 401(k) match vested?
The vesting schedule for the Jack Doheny Company 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jack Doheny 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nationwide. The plan administrator is Jack Doheny Company.
I left Jack Doheny. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jack Doheny Company, (248) 349-0904) or the recordkeeper, Nationwide. The Jack Doheny old 401(k) page lists the contacts from every plan filing. Find an old Jack Doheny 401(k)
Data from the public Form 5500 annual reports Jack Doheny filed with the U.S. Department of Labor (plan years 2021 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Jack Doheny. Not financial advice. Report a correction · Methodology