Plan Ledger DOL Form 5500 · updated monthly

Jack's Tire & Oil Management Co., Inc.401(k)

JACK'S TIRE & OIL MANAGEMENT CO., INC. PROFIT SHARING PLAN · LOGAN, UT · plan year 2023

Reported admin expense ratio · 2023
0.64%

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

Jack's Tire & Oil Management Co., Inc. reported $102,947 in plan administrative expenses for 2023: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,133 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 0.65% to 1.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 339th-largest of 848 plans among Utah employers on file, and the 768th of 2,096 in real estate & leasing. In 2023, employees put in $3.14 for every $1.00 the employer contributed; active participation has shrunk from 348 to 300 since 2022.

Plan summary
Net assets, end of year$17,077,049
Participants with balances335
Active participants300
Employer contributions$339,852
Employee contributions$1,066,086
Employer contribution per active participant$1,133
Average account balance$50,976
Benefits paid to participants$1,692,860
Plan auditUnmodified (clean) audit opinion
AuditorJONES SIMKINS LLC
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$52K · 337 accts · $263K emplr
2023$17.1M · 335 accts · $340K emplr
2022$14.9M · 340 accts · $237K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$45,695
Investment management$57,252
Total administrative$102,947
The Jack's Tire & Oil Management Co., Inc. 401(k) match · 2023
Employer contribution per active participant$1,133
Median for plans this size$2,440
2023$1,133 per active participant
2022$680 per active participant

Jack's Tire & Oil Management Co., Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
ONEAMERICA RETIREMENT SERVICES · Recordkeeping · Loan processing$45,520
ADAMS WEALTH ADVISORS · Investment advisory (plan)$33,825
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$23,428
MATRIX TRUST COMPANY · Custodial · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history4
2025Not separately reported
2024$109,417 · 1.28%
2023$102,947 · 0.64%
2022$107,910 · 0.65%
Same employer
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First Colony Mortgage Corp. UT$23.3M · 0.65%
Insidere, LLC UT$21.2M · 0.55%
The Boyer Company., L.C. UT$20.6M · 0.37%
Prep Co., LLC UT$9.9M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870503267 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.