Plan Ledger DOL Form 5500 · updated monthly

J&D Supermarkets, LLC Castle Shannon Shop & Save401(k)

J & D SUPERMARKETS, LLC CASTLE SHANNON SHOP & SAVE 401(K) PROFIT SHARING PLAN AND TRUST · PITTSBURGH, PA · plan year 2022

Reported admin expense ratio · 2022
1.25%

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

J&D Supermarkets, LLC Castle Shannon Shop & Save reported $45,234 in plan administrative expenses for 2022: 1.25% of average plan assets, higher than ~90% of peers. Employer contributions averaged $709 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 retail trade employers. By assets it is among the smaller plans on file in Pennsylvania (3,133rd of 3,651), and 4,265th of 5,215 in retail trade. In 2022, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,299,696
Participants with balances59
Active participants111
Employer contributions$78,693
Employee contributions$160,659
Employer contribution per active participant$709
Average account balance$55,927
Benefits paid to participants$140,478
Plan auditUnmodified (clean) audit opinion
AuditorLALLY & CO., LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$36,737
Investment management$8,172
Professional / advisory$325
Total administrative$45,234
The J&D Supermarkets, LLC Castle Shannon Shop & Save 401(k) match · 2022
Employer contribution per active participant$709
Median for plans this size$1,114

J&D Supermarkets, LLC Castle Shannon Shop & Save's 2022 employer contribution ran below the $1,114 median for plans its size. 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$45,234 · 1.25%
Similar plansRetail Trade · Pennsylvania
Hovis Auto Supply, Inc. PA$3.4M · 0.40%
Star Buick Gmc Inc PA$3.4M · 1.10%
Mainline Pharmacy PA$3.3M · 0.25%
Ancillare LP PA$3.1M · 0.75%
D'Ambrosio's Dodge, Inc. PA$3.1M · 1.19%
Alarm Connections LLC PA$3.1M · 0.78%
Snyder's Gateway, Inc. PA$3.0M · 1.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203945962 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.