# J.F. Ahern Co. 401(k) Plan
Source: https://planprovider.pro/companies/j-f-ahern-co-401k-plan

> J.F. Ahern Co.'s 401(k) plan: 738 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J.F. Ahern Co.

- **Sponsor EIN:** 390123200

- **Sponsor Address:** 855 MORRIS STREET, FOND DU LAC, WI, 54935

- **Plan Type:** 401(k)

- **Total Participants:** 738

- **Total Assets:** $120.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|738|$120.3M|$2.3M|$6.5M|

| 2023|699|$99.9M|$2.1M|$5.5M|

| 2022|640|$78.4M|$1.6M|$4.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ONEAMERICA RETIREMENT SERVICES LLC|NONE|$92,088|—|$92,088|

| ROBERT W BAIRD & COMPANY INC|NONE|$87,178|—|$87,178|

| GRANT THORNTON LLP|NONE|$15,578|—|$15,578|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $194,844

- **Estimated Expense Ratio:** 0.162% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$194,844|$87,178|—|$15,578|—|

| 2023|$169,409|$69,334|—|$14,645|—|

| 2022|$174,217|$73,006|—|—|$101,211|

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