Plan Ledger DOL Form 5500 · updated monthly

Jaj Enterprises, LLC401(k)

JAJ ENTERPRISES, LLC PROFIT SHARING 401(K) PLAN · COBURG, OR · plan year 2023

Reported admin expense ratio · 2023
0.58%

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

Jaj Enterprises, LLC reported $36,504 in plan administrative expenses for 2023: 0.58% of average plan assets, above the peer median. Employer contributions averaged $2,041 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 2 years on file its reported administrative ratio fell from 0.57% to 0.29%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oregon (674th of 1,021), and 3,308th of 5,215 in retail trade. In 2023, employees put in $1.33 for every $1.00 the employer contributed; active participation has grown from 101 to 116 since 2022.

Plan summary
Net assets, end of year$6,736,160
Participants with balances132
Active participants116
Employer contributions$236,722
Employee contributions$314,567
Employer contribution per active participant$2,041
Average account balance$51,032
Benefits paid to participants$382,266
Plan auditUnmodified (clean) audit opinion
AuditorBVAL CPAS & ADVISORS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 124 accts · $277K emplr
2023$6.7M · 132 accts · $237K emplr
2022$6.0M · 136 accts · $215K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$12,430
Investment management$18,393
Total administrative$36,504
The Jaj Enterprises, LLC 401(k) match · 2023
Employer contribution per active participant$2,041
Median for plans this size$1,308
2024$2,514 per active participant
2023$2,041 per active participant
2022$2,128 per active participant

Jaj Enterprises, LLC's 2023 employer contribution ran above the $1,308 median for plans its size. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
ROEHL & YI INVESTMENT ADVISORS LLC · Investment advisory (plan)$15,360
PRIME PENSIONS NORTHWEST, LLC · Other services$5,681
EMPOWER ADVISORY GROUP, LLC · Investment management$3,033

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$18,178 · 0.29%
2023$36,504 · 0.58%
2022$36,072 · 0.57%
Same employer
Similar plansRetail Trade · Oregon
Power Auto, Inc. OR$7.5M · 1.03%
Roberson Motors, Inc. OR$7.4M · 0.58%
Superior Tire Service Inc OR$7.2M · 0.24%
Sunset Imports Inc. OR$6.8M · 0.08%
Mini Pet Mart, Inc. OR$6.4M · 0.10%
Space Age Fuel, Inc. OR$6.2M · 1.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931210953 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.