Plan Ledger DOL Form 5500 · updated monthly

Ja-Del, Inc.401(k)

FIORELLA'S RESTAURANT GROUP RETIREMENT PLAN · OVERLAND PARK, KS · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

Ja-Del, Inc. reported $77,413 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $167 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 2 years on file its reported administrative ratio fell from 1.01% to 0.90%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Kansas (518th of 828), and the 613th of 2,240 in accommodation & food services. In 2024, employees put in $4.93 for every $1.00 the employer contributed; active participation has shrunk from 1,040 to 838 since 2022.

Plan summary
Net assets, end of year$9,029,534
Participants with balances221
Active participants838
Employer contributions$139,724
Employee contributions$688,160
Employer contribution per active participant$167
Average account balance$40,858
Benefits paid to participants$1,047,603
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.0M · 221 accts · $140K emplr
2023$8.2M · 221 accts · $123K emplr
2022$6.9M · 211 accts · $120K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,123
Investment management$41,290
Total administrative$77,413
The Ja-Del, Inc. 401(k) match · 2024
Employer contribution per active participant$167
Median for plans this size$1,313
2024$167 per active participant
2023$152 per active participant
2022$115 per active participant

Ja-Del, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$36,123
CREATIVE PLANNING. · Investment advisory (plan)$41,290

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$77,413 · 0.90%
2023$71,522 · 0.95%
2022$79,708 · 1.01%
Same employer
Similar plansAccommodation & Food Services · Kansas
Lodgeworks Payroll, LLC KS$21.2M · 0.61%
Kbp Brands, LLC KS$18.7M · 1.11%
Ampler Burgers, LLC KS$14.9M · 0.69%
Rhw Management, Inc KS$8.2M · 0.62%
Ruffin Holdings, Inc. KS$6.4M · 0.01%
Lane Enterprises, Inc. KS$5.2M · 0.77%
Pb&J Restaurants, Inc. KS$3.9M · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431068255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.