Employers › Jack Henry & Associates
Recordkeeping fees per participant · Jack Henry & Associates, Inc 401(k) Retirement Savings Plan · plan year 2024
$35.05
Higher than 52% of the 790 plans over $1B that report it.
= $293,756 / 8,380
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250716094555NAL0006600130001, received 2025-07-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250716094555NAL0006600130001, received 2025-07-16
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-16.
Administrative expenses excluding investment management, per participant
$54.43
Higher than 65% of the 1,045 plans over $1B that report it.
= $456,108 / 8,380
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250716094555NAL0006600130001, received 2025-07-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250716094555NAL0006600130001, received 2025-07-16
Administrative expenses per participant
$61.24
Higher than 43% of the 1,076 plans over $1B that report it.
= $513,190 / 8,380
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250716094555NAL0006600130001, received 2025-07-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250716094555NAL0006600130001, received 2025-07-16
Administrative expenses as a share of assets
0.038%
Higher than 41% of the 1,076 plans over $1B that report it.
= $513,190 / $1,356,662,213
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250716094555NAL0006600130001, received 2025-07-16
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250716094555NAL0006600130001, received 2025-07-16
Employer contributions per participant
$3,966
Higher than 54% of the 1,135 plans over $1B that report it.
= $33,235,724 / 8,380
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250716094555NAL0006600130001, received 2025-07-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250716094555NAL0006600130001, received 2025-07-16
Employer share of total contributions
31.6%
Higher than 44% of the 1,135 plans over $1B that report it.
= $33,235,724 / $105,253,450
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250716094555NAL0006600130001, received 2025-07-16
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250716094555NAL0006600130001, received 2025-07-16
Employer match
“Under the Plan, the Company matches 100% of full-time associate contributions up to 5% of eligible compensation.”
Form 10-K filed 2026-08-28, for the year ended 2026-06-30 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2026-06-30. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 2O ESOP-related feature · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250716094555NAL0006600130001, received 2025-07-16
| Field | Value | Source |
|---|---|---|
| Plan sponsor | JACK HENRY & ASSOCIATES INC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Plan name | JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Sponsor EIN / plan number | 43-1128385 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Sponsor location | ALLEN, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Industry (business code) | 541512, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Filing received | 2025-07-16 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Participants, beginning of year | 8,165 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Active participants | 7,243 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Participants, end of year | 8,680 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Participants with an account balance | 8,380 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Total assets, beginning of year | $1,209,371,731 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Total assets, end of year | $1,356,662,213 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Net assets, end of year | $1,356,662,213 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Total income | $266,628,339 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Net income | $147,290,482 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Employer contributions | $33,235,724 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Participant contributions | $62,952,734 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Other contributions (incl. rollovers) | $9,064,992 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Total contributions | $105,253,450 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Benefit payments | $118,551,732 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Total expenses (incl. benefit payments) | $119,337,857 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Total administrative expenses | $513,190 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Contract administrator fees | $88,764 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Recordkeeping fees | $293,756 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Investment advisory and management fees | $57,082 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Administrative expenses excluding investment management | $456,108 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Held in common/collective trusts | $264,246,556 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Held in mutual funds | $404,445,218 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250716094555NAL0006600130001, received 2025-07-16 |
| Independent auditor | WHITLEY PENN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250716094555NAL0006600130001, received 2025-07-16 |
Position = column in the DOL layout for form year 2024. Filing 20250716094555NAL0006600130001, received 2025-07-16.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | RECORDKEEPER | 13 Contract administrator; 50 Direct payment from the plan; 15 Recordkeeping and information management; 64 Recordkeeping fees; 37 Participant loan processing | $382,520 | yes |
| COMMONWEALTH EQUITY SERVICES LLC DB | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $74,039 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250716094555NAL0006600130001, received 2025-07-16.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,209,371,731 | $1,356,662,213 | 12.2% |
| Participants with a balance | 8,165 | 8,380 | 2.6% |
| Administrative expenses | $634,799 | $513,190 | -19.2% |
| Recordkeeping fees per participant | not reported | $35.05 | |
| Employer contributions | $30,934,420 | $33,235,724 | 7.4% |
Prior filing 20240710113029NAL0009511251001, received 2024-07-10; the plan years are contiguous.
Sponsor name as filed: JACK HENRY & ASSOCIATES INC; SEC registrant: JACK HENRY & ASSOCIATES INC (CIK 779152, matched by EIN; display name from the Form 11-K cover).