Plan Ledger DOL Form 5500 · updated monthly

Jako Enterprises, LLC401(k)

JAKO ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Jako Enterprises, LLC reported $29,928 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $177 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 0.23% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,805th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,860th of 5,215 in retail trade. In 2024, employees put in $1.71 for every $1.00 the employer contributed; active participation has grown from 2,815 to 5,428 since 2022.

Plan summary
Net assets, end of year$15,471,075
Participants with balances526
Active participants5,428
Employer contributions$958,793
Employee contributions$1,638,649
Employer contribution per active participant$177
Average account balance$29,413
Benefits paid to participants$2,160,151
Plan auditUnmodified (clean) audit opinion
AuditorBELFINTLYONSSHUMAN
Plan history3
Yearassets · accounts · employer contribution
2024$15.5M · 526 accts · $959K emplr
2023$12.3M · 516 accts · $1.1M emplr
2022$8.5M · 463 accts · $775K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,928
Total administrative$29,928
The Jako Enterprises, LLC 401(k) match · 2024
Employer contribution per active participant$177
Median for plans this size$2,416
2024$177 per active participant
2023$344 per active participant
2022$275 per active participant

Jako Enterprises, LLC'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$19,898

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$29,928 · 0.22%
2023$35,162 · 0.34%
2022$20,447 · 0.23%
Same employer
Similar plansRetail Trade · Pennsylvania
Ascendance Trucks, LLC PA$16.7M · 0.39%
Landis Supermarket, Inc. PA$16.0M · 0.64%
Jack Giambalvo Motor Co Inc PA$15.9M · 0.46%
Civic Automobiles Group PA$15.3M · 0.17%
Garnet Ford, Inc. PA$15.0M · 0.37%
Sharp Shopper, Inc. PA$14.9M · 0.28%
Scott Imports, Inc. PA$14.8M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223806236 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.