Plan Ledger DOL Form 5500 · updated monthly

Jack Ohio Finance LLC401(k)

JACK ENTERTAINMENT RETIREMENT PLAN · CLEVELAND, OH · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Jack Ohio Finance LLC reported $190,862 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $818 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 rose from 0.41% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 698th-largest of 3,295 plans among Ohio employers on file, and the 225th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $4.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,270,820
Participants with balances1,670
Active participants1,410
Employer contributions$1,153,434
Employee contributions$4,649,855
Employer contribution per active participant$818
Average account balance$27,707
Benefits paid to participants$5,550,794
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$46.3M · 1,670 accts · $1.2M emplr
2023$41.0M · 1,725 accts · $1.1M emplr
2022$33.0M · 1,730 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$121,911
Investment management$47,990
Audit (IQPA)$20,961
Total administrative$190,862
The Jack Ohio Finance LLC 401(k) match · 2024
Employer contribution per active participant$818
Median for plans this size$2,416
2024$818 per active participant
2023$818 per active participant
2022$730 per active participant

Jack Ohio Finance LLC's 2024 employer contribution ran below the $2,416 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$121,911
MMA SECURITIES LLC · Investment advisory (plan)$23,995
ONEDIGITAL INVESTMENT · Investment advisory (plan)$23,995
UHY LLP · Accounting / audit$20,961

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

Administrative cost history3
2024$190,862 · 0.44%
2023$196,254 · 0.53%
2022$147,040 · 0.41%
Same employer
Similar plansArts, Entertainment & Recreation · Ohio
Cavaliers Holdings, LLC OH$54.0M · 0.13%
The Cincinnati Reds, LLC OH$52.5M · 0.11%
Cincinnati Bengals, Inc. OH$51.0M · 0.00%
The Cleveland Museum of Art OH$31.8M · 0.20%
Cincinnati Museum Center OH$25.2M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452917350 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.