Plan Ledger DOL Form 5500 · updated monthly

Jamboor Medical Corp401(k)

JAMBOOR MEDICAL CORP 401(K) P/S PLAN · VICTORVILLE, CA · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

Jamboor Medical Corp reported $46,604 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,420 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 rose from 0.85% to 0.90%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (6,884th of 9,483), and 7,705th of 11,911 in health care & social assistance. In 2024, employees put in $3.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,377,618
Participants with balances158
Active participants117
Employer contributions$166,131
Employee contributions$501,822
Employer contribution per active participant$1,420
Average account balance$34,036
Benefits paid to participants$718,185
Plan auditUnmodified (clean) audit opinion
AuditorJONATHON P REUBEN CPA
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 158 accts · $166K emplr
2023$4.9M · 165 accts · $152K emplr
2022$4.6M · 154 accts · $139K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,604
Investment management$9,000
Total administrative$46,604
The Jamboor Medical Corp 401(k) match · 2024
Employer contribution per active participant$1,420
Median for plans this size$1,313
2024$1,420 per active participant
2023$1,296 per active participant
2022$1,207 per active participant

Jamboor Medical Corp's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
SAGEVIEW ADVISORY GROUP LLC · Recordkeeping · Trustee$26,396
ADP, INC. · Loan processing · Recordkeeping$20,207

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

Recordkeeper by year2
2024ADP, SAGEVIEW ADVISORY GROUP LLC
2023ADP, SAGEVIEW ADVISORY GROUP LLC

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

Administrative cost history3
2024$46,604 · 0.90%
2023$42,157 · 0.89%
2022$43,600 · 0.85%
Similar plansHealth Care & Social Assistance · California
First Place for Youth CA$5.4M · 0.51%
Coastline Resources, Inc. CA$5.4M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330469639 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.