Jacob Stern & Sons, Inc.401(k)

Jacob Stern & Sons, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $27,486,689 across 139 participant accounts, with employer contributions averaging $2,921 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio rose from 0.003% to 0.004%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,869th-largest of 9,483 plans among California employers on file, and the 1,459th of 4,246 in wholesale trade. In 2024, employees put in $4.88 for every $1.00 the employer contributed.