Plan Ledger DOL Form 5500 · updated monthly

Jae Electronics, Inc.401(k)

JAE SAVINGS AND RETIREMENT PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Jae Electronics, Inc. reported $83,890 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $1,047 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 3 years on file its reported administrative ratio has held roughly steady near 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 3,566th-largest of 9,483 plans among California employers on file, and the 5,834th of 13,661 in manufacturing. In 2024, employees put in $4.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,528,162
Participants with balances244
Active participants226
Employer contributions$236,685
Employee contributions$1,113,235
Employer contribution per active participant$1,047
Average account balance$84,132
Benefits paid to participants$790,954
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.5M · 244 accts · $237K emplr
2023$17.9M · 244 accts · $248K emplr
2022$16.9M · 234 accts · $243K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,080
Investment management$56,810
Total administrative$83,890
The Jae Electronics, Inc. 401(k) match · 2024
Employer contribution per active participant$1,047
Median for plans this size$2,416
2024$1,047 per active participant
2023$1,101 per active participant
2022$1,082 per active participant

Jae Electronics, Inc.'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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$27,080
NFP RETIREMENT · Investment advisory (plan)$56,810

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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Administrative cost history3
2024$83,890 · 0.44%
2023$77,866 · 0.45%
2022$84,652 · 0.45%
Similar plansManufacturing · California
Kval, Inc. CA$20.7M · 0.01%
Avita Medical Americas LLC CA$20.6M · 0.29%
Swat Fame, Inc. CA$20.5M · 0.25%
Rivulis Irrigation, Inc. CA$20.2M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953107706 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.