Plan Ledger DOL Form 5500 · updated monthly

J & D Restaurants Inc401(k)

J & D RESTAURANTS INC 401(K) PLAN · DES MOINES, IA · plan year 2022

Reported admin expense ratio · 2022
0.76%

J & D Restaurants Inc reported $1,185 in plan administrative expenses for 2022: 0.76% of average plan assets, below the peer median. 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 4,041 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Iowa (872nd of 878), and 2,080th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$156,930
Participants with balances55
Active participants363
Employer contributions—
Employee contributions$122,340
Employer contribution per active participant—
Average account balance$2,853
Plan auditUnmodified (clean) audit opinion
AuditorFORGE FINANCIAL & MANAGEMENT CONSUL
Administrative expenses, itemized · 2022
Professional / advisory$1,185
Total administrative$1,185
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$1,185 · 0.76%
Similar plansAccommodation & Food Services · Iowa
Mercurialis Holdings, LLC IA$1.4M · 3.57%
Full Court Press Inc IA$1.2M · 0.28%
McSoifer's Inc. IA$1.2M · 0.78%
Greek House Chefs IA$776K · 0.28%
Craft Restaurants, LTD. MO$161K · 0.60%
Jabbo Inc NJ$160K · 0.50%
Npt Partners I, LLC KY$159K · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453505483 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.