Employers › Janus Capital Group
Recordkeeping fees per participant · Janus 401(k) and Employee Stock Ownership Plan · plan year 2024
$15.51
Higher than 13% of the 1,697 plans $250M to 1B that report it.
= $26,585 / 1,714
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250917145716NAL0000658547001, received 2025-09-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917145716NAL0000658547001, received 2025-09-17
Percentiles compare this plan with the Schedule H plans $250M to 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 2025-09-17.
Administrative expenses excluding investment management, per participant
$110.29
Higher than 81% of the 2,324 plans $250M to 1B that report it.
= $189,030 / 1,714
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250917145716NAL0000658547001, received 2025-09-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917145716NAL0000658547001, received 2025-09-17
Administrative expenses per participant
$158.88
Higher than 83% of the 2,405 plans $250M to 1B that report it.
= $272,318 / 1,714
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250917145716NAL0000658547001, received 2025-09-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917145716NAL0000658547001, received 2025-09-17
Administrative expenses as a share of assets
0.050%
Higher than 33% of the 2,407 plans $250M to 1B that report it.
= $272,318 / $544,769,954
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250917145716NAL0000658547001, received 2025-09-17
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250917145716NAL0000658547001, received 2025-09-17
Employer contributions per participant
$5,811
Higher than 79% of the 2,457 plans $250M to 1B that report it.
= $9,960,631 / 1,714
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250917145716NAL0000658547001, received 2025-09-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917145716NAL0000658547001, received 2025-09-17
Employer share of total contributions
33.9%
Higher than 59% of the 2,459 plans $250M to 1B that report it.
= $9,960,631 / $29,414,041
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250917145716NAL0000658547001, received 2025-09-17
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250917145716NAL0000658547001, received 2025-09-17
Plan terms are described in Janus Capital Group Inc.'s SEC filings: Form 10-K filed 2017-02-16. No term could be quoted from them with the required precision.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2S pre-approved plan document · 2T default investment (QDIA) · 3B · 3F · 3I · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250917145716NAL0000658547001, received 2025-09-17
| Field | Value | Source |
|---|---|---|
| Plan sponsor | JANUS CAPITAL GROUP INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Plan name | JANUS 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Sponsor EIN / plan number | 43-1804048 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Sponsor location | DENVER, CO | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Industry (business code) | 523900, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Filing received | 2025-09-17 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Participants, beginning of year | 1,799 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Active participants | 1,033 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Participants, end of year | 1,746 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Participants with an account balance | 1,714 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Total assets, beginning of year | $469,013,385 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Total assets, end of year | $544,769,954 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Net assets, end of year | $544,769,954 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Total income | $112,058,591 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Net income | $75,756,569 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Employer contributions | $9,960,631 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Participant contributions | $16,372,911 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Other contributions (incl. rollovers) | $3,080,499 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Total contributions | $29,414,041 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Benefit payments | $36,015,314 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Total expenses (incl. benefit payments) | $36,302,022 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Total administrative expenses | $272,318 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Contract administrator fees | $1,800 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Recordkeeping fees | $26,585 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| IQPA audit fees | $85,160 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Investment advisory and management fees | $83,288 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Administrative expenses excluding investment management | $189,030 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Held in mutual funds | $503,822,802 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250917145716NAL0000658547001, received 2025-09-17 |
| Independent auditor | PRICEWATERHOUSECOOPERS LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250917145716NAL0000658547001, received 2025-09-17 |
Position = column in the DOL layout for form year 2024. Filing 20250917145716NAL0000658547001, received 2025-09-17.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $85,160 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $83,288 | no |
| HOGAN LOVELLS | ATTORNEY/LEGAL | 29 Legal | $53,609 | no |
| COOK STREET CONSULTING, INC. | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $21,152 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $20,506 | yes |
| MILLIMAN | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $7,461 | 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 20250917145716NAL0000658547001, received 2025-09-17.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $469,013,385 | $544,769,954 | 16.2% |
| Participants with a balance | 1,782 | 1,714 | -3.8% |
| Administrative expenses | $240,055 | $272,318 | 13.4% |
| Recordkeeping fees per participant | $5.05 | $15.51 | 207.0% |
| Employer contributions | $8,070,558 | $9,960,631 | 23.4% |
Prior filing 20240725120141NAL0014038577001, received 2024-07-25; the plan years are contiguous.
Sponsor name as filed: JANUS CAPITAL GROUP INC.; SEC registrant: JANUS CAPITAL GROUP INC (CIK 1065865, matched by EIN).