Plan Ledger DOL Form 5500 · updated monthly

Jaguar Land Rover North America, LLC401(k)

JAGUAR LAND ROVER 401(K) RETIREMENT SAVINGS PLAN · MAHWAH, NJ · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Jaguar Land Rover North America, LLC reported $27,555 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,276 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 0.025%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 326th-largest of 2,419 plans among New Jersey employers on file, and the 359th of 4,246 in wholesale trade. In 2024, employees put in $1.32 for every $1.00 the employer contributed; active participation has grown from 338 to 420 since 2022.

Plan summary
Net assets, end of year$118,710,212
Participants with balances547
Active participants420
Employer contributions$3,895,719
Employee contributions$5,133,223
Employer contribution per active participant$9,276
Average account balance$217,020
Benefits paid to participants$7,690,774
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$118.7M · 547 accts · $3.9M emplr
2023$100.3M · 519 accts · $3.4M emplr
2022$82.8M · 499 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Investment management$27,555
Total administrative$27,555
The Jaguar Land Rover North America, LLC 401(k) match · 2024
Employer contribution per active participant$9,276
Median for plans this size$3,635
2024$9,276 per active participant
2023$9,580 per active participant
2022$9,212 per active participant

Jaguar Land Rover North America, LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$23,780
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$27,555 · 0.03%
2023$28,460 · 0.03%
2022$24,430 · 0.03%
Same employer
Similar plansWholesale Trade · New Jersey
Saloncentric, Inc. NJ$167.4M · 0.06%
Groupe Seb NJ$137.3M · 0.15%
Movado Group, Inc. NJ$112.4M · 0.22%
Turtle & Hughes, Inc. NJ$110.8M · 0.04%
William Grant & Sons Inc NJ$107.2M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222675556 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.