Plan Ledger DOL Form 5500 · updated monthly

J. Squared Inc.401(k)

UNIVERSITY LOFT COMPANY RETIREMENT SAVINGS PLAN · GREENFIELD, IN · plan year 2022

Reported admin expense ratio · 2022
0.33%

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

J. Squared Inc. reported $17,714 in plan administrative expenses for 2022: 0.33% of average plan assets, below the peer median. Employer contributions averaged $0 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 manufacturing employers. By assets it is among the smaller plans on file in Indiana (1,176th of 1,562), and 11,190th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$5,021,632
Participants with balances73
Active participants178
Employer contributions$0
Employee contributions$147,024
Employer contribution per active participant$0
Average account balance$68,789
Benefits paid to participants$254,442
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$17,581
Investment management$133
Total administrative$17,714
The J. Squared Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

J. Squared Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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$17,714 · 0.33%
Same employer
Similar plansManufacturing · Indiana
Tmf Center Inc IN$5.2M · 0.67%
Sunright America, Inc. IN$5.1M · 0.73%
Nukemed Inc. IN$5.0M · 0.04%
Vandor Corporation IN$5.0M · 0.92%
Grote Industries, LLC IN$5.0M · 0.41%
Chiyoda USA Corporation IN$5.0M · 1.15%
Wessels Company IN$5.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351745169 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.