Plan Ledger DOL Form 5500 · updated monthly

J.B. Wholesale Roofing & Building401(k)

J. B. WHOLESALE ROOFING & BUILDING SUPPLIES, INC. 401(K) PLAN · CHATSWORTH, CA · plan year 2022

Reported admin expense ratio · 2022
0.07%

J.B. Wholesale Roofing & Building reported $1,922 in plan administrative expenses for 2022: 0.07% of average plan assets, lower than ~75% 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (8,422nd of 9,483), and 4,068th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$1,740,747
Participants with balances124
Active participants113
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$14,038
Benefits paid to participants$1,187,712
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$1.7M · 124 accts
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 history2
2023Not separately reported
2022$1,922 · 0.07%
Similar plansWholesale Trade · California
Systems Source, Inc. CA$1.8M · 0.40%
Boething Treeland Farms CA$1.8M · 0.02%
Collision Auto Parts LLC CA$1.5M · 0.79%
Fort Point Beer Company CA$1.3M · 1.63%
Bendpak Inc CA$1.2M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953683651 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.