Plan Ledger DOL Form 5500 · updated monthly

J & B Partners Management LLC401(k)

J & B RESTAURANT PARTNERS 401(K) RETIREMENT PLAN · HOLBROOK, NY · plan year 2022

Reported admin expense ratio · 2022
1.77%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

J & B Partners Management LLC reported $51,455 in plan administrative expenses for 2022: 1.77% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 per active participant. 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in New York (5,015th of 5,648), and 1,299th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$2,531,879
Participants with balances76
Active participants9
Employer contributions$0
Employee contributions$73,814
Employer contribution per active participant$0
Average account balance$33,314
Benefits paid to participants$308,067
Plan auditUnmodified (clean) audit opinion
AuditorBORIS BENIC AND ASSOCIATES LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$51,455
Total administrative$51,455
The J & B Partners Management LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

J & B Partners Management LLC's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$51,455 · 1.77%
Similar plansAccommodation & Food Services · New York
Noho Hospitality, LLC NY$2.8M · 1.26%
Tar Enterprises NY$2.5M · 0.38%
Visions Hotels, LLC NY$2.5M · 0.29%
Samar Hospitality, LTD. NY$2.3M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900911366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.