Plan Ledger DOL Form 5500 · updated monthly

J.B.K. Group, Inc.401(k)

J. B. K. GROUP, INC. 401(K) PROFIT SHARING PLAN · VALLEY VIEW, OH · plan year 2025

Reported admin expense ratio · 2025
0.45%

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

J.B.K. Group, Inc. reported $27,583 in plan administrative expenses for 2025: 0.45% of average plan assets, below the peer median. Employer contributions averaged $786 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.

Across the 3 years on file its reported administrative ratio rose from 0.29% to 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Ohio (2,344th of 3,295), and 3,344th of 5,215 in retail trade. In 2025, employees put in $4.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,616,872
Participants with balances272
Active participants208
Employer contributions$163,460
Employee contributions$701,843
Employer contribution per active participant$786
Average account balance$24,327
Benefits paid to participants$573,639
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2025$6.6M · 272 accts · $163K emplr
2022$3.5M · 94 accts · $89K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$27,583
Total administrative$27,583
The J.B.K. Group, Inc. 401(k) match · 2025
Employer contribution per active participant$786
Median for plans this size$1,464
2025$786 per active participant
2022$551 per active participant

J.B.K. Group, Inc.'s 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$28,834

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

Administrative cost history2
2025$27,583 · 0.45%
2022$11,010 · 0.29%
Similar plansRetail Trade · Ohio
Ziegler Companies OH$6.9M · 0.12%
Robert McCabe Company Inc OH$6.7M · 0.53%
Q.N.P. Inc. OH$6.6M · 0.76%
Woodpeckers LLC OH$6.5M · 0.62%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 341873488 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.