Plan Ledger DOL Form 5500 · updated monthly

Jagr Hq LLC401(k)

JAGR HQ LLC 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
4.36%

Jagr Hq LLC reported $13,027 in plan administrative expenses for 2024: 4.36% of average plan assets, higher than ~75% of peers. 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 1 year on file its reported administrative ratio rose from 2.87% to 4.36%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in New York (5,475th of 5,648), and 1,941st of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$439,445
Participants with balances297
Active participants248
Employer contributions—
Employee contributions$290,489
Employer contribution per active participant—
Average account balance$1,480
Benefits paid to participants$28,334
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$439K · 297 accts
2023$159K · 230 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,891
Investment management$136
Total administrative$13,027
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 · 20243
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$10,232
TRANSAMERICA FINANCIAL LIFE INS · Recordkeeping · Loan processing$2,659
RPA FINANCIAL LLC · Investment advisory (plan)$136

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

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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

Administrative cost history2
2024$13,027 · 4.36%
2023$4,552 · 2.87%
Similar plansAccommodation & Food Services · New York
Major Food Group, LLC NY$518K · 0.96%
Eggs All Day, Inc. NY$462K · 1.03%
Macdo Foods, Inc. NY$449K · 1.26%
Fort Pond Bay Co LLC NY$367K · 0.93%
Getaway NY$363K · 1.51%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 455108636 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.