Jorns & Associates 401(k) match, vesting and fees
What Jorns & Associates' 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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Pickett, Chaneey & Mcmullen LLP (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 173,170 defined-contribution plans in professional, scientific, and technical services with fewer than 100 participants.
| Jorns & Associates: employer contribution per participant | $4,345 | |
| Peer median | $2,367 |
| Jorns & Associates: average balance | $16,063 | |
| Peer median | $65,744 |
| Jorns & Associates: admin expenses ÷ assets | 1.50% | |
| Peer median | 0.38% |
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 $1M at the end of plan year 2023 to $1.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 100 | $1.6M | $422K | $4,345 | 1.50% | Not published | Form 5500 ↗ |
| 2023 | 194 | $1M | $367K | $2,028 | 0.94% | Not published | Form 5500 ↗ |
Common questions
Does Jorns & Associates match 401(k) contributions?
The match terms for the Jorns & Associates LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $422K in employer contributions, about $4,345 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jorns & Associates 401(k) match vested?
The vesting schedule for the Jorns & Associates LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jorns & Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Jorns & Associates LLC.
I left Jorns & Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jorns & Associates LLC, (877) 465-6767) or the recordkeeper, Empower Annuity Insurance Company O. The Jorns & Associates old 401(k) page lists the contacts from every plan filing. Find an old Jorns & Associates 401(k)
Data from the public Form 5500 annual reports Jorns & Associates filed with the U.S. Department of Labor (plan years 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 Jorns & Associates. Not financial advice. Report a correction · Methodology