Plan Ledger DOL Form 5500 · updated monthly

J P & a Holdings LLC401(k)

J P & A HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST · TEXARKANA, TX · plan year 2022

Reported admin expense ratio · 2022
0.95%

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

J P & a Holdings LLC reported $3,812 in plan administrative expenses for 2022: 0.95% of average plan assets, above the peer median. Employer contributions averaged $791 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (5,501st of 5,688), and 5,081st of 5,215 in retail trade. In 2022, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$399,748
Participants with balances63
Active participants107
Employer contributions$84,690
Employee contributions$141,069
Employer contribution per active participant$791
Average account balance$6,345
Benefits paid to participants$24,336
Plan auditDisclaimer of opinion
AuditorV. BATHIJA ASSOCIATES CPA, PLLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,754
Investment management$1,058
Total administrative$3,812
The J P & a Holdings LLC 401(k) match · 2022
Employer contribution per active participant$791
Median for plans this size$331

J P & a Holdings LLC's 2022 employer contribution ran above the $331 median for plans its size, placing it in the top 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$3,812 · 0.95%
Similar plansRetail Trade · Texas
Ledge Lounger, Inc. TX$624K · 2.79%
Northwest Petroleum, LP TX$556K · 1.25%
Mr. Cartender, Inc. TX$528K · 0.72%
Weby Corp TX$330K · 1.10%
B8TA, Inc. TX$22 · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208883971 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.