Plan Ledger DOL Form 5500 · updated monthly

Jain Global LLC401(k)

JAIN GLOBAL LLC RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Jain Global LLC reported $898 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,367 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in New York (4,404th of 5,648), and 4,421st of 4,798 in finance & insurance. In 2024, employees put in $3.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,407,399
Participants with balances155
Active participants172
Employer contributions$751,132
Employee contributions$2,278,771
Employer contribution per active participant$4,367
Average account balance$34,886
Benefits paid to participants$61,393
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$898
Total administrative$898
The Jain Global LLC 401(k) match · 2024
Employer contribution per active participant$4,367
Median for plans this size$1,313

Jain Global LLC's 2024 employer contribution ran above the $1,313 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$373

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

Administrative cost history1
2024$898 · 0.02%
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Source: U.S. Department of Labor, Form 5500 series, EIN 932174417 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.