Plan Ledger DOL Form 5500 · updated monthly

Jamboree Housing Corporation403(b)

JAMBOREE HOUSING CORPORATION ERISA 403(B) PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Jamboree Housing Corporation reported $24,186 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $2,341 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 0.31% to 0.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (5,516th of 9,483), and 3,118th of 5,337 in construction. In 2024, employees put in $2.21 for every $1.00 the employer contributed; active participation has grown from 131 to 149 since 2022.

Plan summary
Net assets, end of year$9,806,556
Participants with balances124
Active participants149
Employer contributions$348,767
Employee contributions$771,880
Employer contribution per active participant$2,341
Average account balance$79,085
Benefits paid to participants$1,158,458
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 124 accts · $349K emplr
2023$8.4M · 119 accts · $360K emplr
2022$6.1M · 106 accts · $334K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,634
Investment management$16,552
Total administrative$24,186
Employer contributions to the Jamboree Housing Corporation plan · 2024
Employer contribution per active participant$2,341
Median for plans this size$1,313
2024$2,341 per active participant
2023$2,791 per active participant
2022$2,550 per active participant

Jamboree Housing Corporation'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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$7,634
ACCELERATE INVESTMENT ADVISORS · Investment advisory (plan)$16,552

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$24,186 · 0.27%
2023$20,660 · 0.29%
2022$18,725 · 0.31%
Same employer
Similar plansConstruction · California
Williams Homes, Inc. CA$10.0M · 0.74%
Lord & Sons, Inc. CA$9.9M · 0.24%
Legacy Builders, Inc. CA$9.6M · 0.37%
Energy Vault, Inc. CA$9.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330413518 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.