Plan Ledger DOL Form 5500 · updated monthly

320 Jb Donuts Inc401(k)

JB DONUTS & AFFILIATES 401K PLAN · NORTH HAVEN, CT · plan year 2024

Reported admin expense ratio · 2024
4.91%

320 Jb Donuts Inc reported $4,860 in plan administrative expenses for 2024: 4.91% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Connecticut (1,095th of 1,106), and 2,103rd of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$136,948
Participants with balances182
Active participants439
Employer contributions—
Employee contributions$88,160
Employer contribution per active participant—
Average account balance$752
Benefits paid to participants$10,963
Plan auditUnmodified (clean) audit opinion
AuditorKAHN, LITWIN, AND RENZA & CO.LTD
Plan history2
Yearassets · accounts · employer contribution
2024$137K · 182 accts
2022$3K · 11 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,417
Investment management$443
Total administrative$4,860
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ADP, INC. · Loan processing · Recordkeeping$4,860

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$4,860 · 4.91%
2022Not separately reported
Similar plansAccommodation & Food Services · Connecticut
Adt Pizza, LLC CT$461K · 1.78%
Michell Enterprises, LLC CT$399K · 0.58%
J. and a. Foods, LLC CT$19K · 3.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050412169 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.