Plan Ledger DOL Form 5500 · updated monthly

Jams, Inc.401(k)

JAMS, INC. 401(K) RETIREMENT SAVINGS PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Jams, Inc. reported $45,220 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $3,190 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 0.13% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,564th-largest of 9,483 plans among California employers on file, and the 2,433rd of 11,654 in professional & technical services. In 2024, employees put in $3.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$58,330,747
Participants with balances373
Active participants327
Employer contributions$1,043,012
Employee contributions$3,483,479
Employer contribution per active participant$3,190
Average account balance$156,383
Benefits paid to participants$3,602,259
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$58.3M · 373 accts · $1.0M emplr
2023$49.6M · 363 accts · $952K emplr
2022$40.2M · 358 accts · $901K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,093
Investment management$7,127
Total administrative$45,220
The Jams, Inc. 401(k) match · 2024
Employer contribution per active participant$3,190
Median for plans this size$3,635
2024$3,190 per active participant
2023$3,079 per active participant
2022$2,915 per active participant

Jams, Inc.'s 2024 employer contribution ran below the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$38,093
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,127

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$45,220 · 0.08%
2023$33,019 · 0.07%
2022$56,554 · 0.13%
Same employer
Similar plansProfessional & Technical Services · California
Navan, Inc. CA$58.7M · 0.28%
Rincon Consultants, Inc. CA$58.7M · 0.07%
Telestream, LLC CA$58.7M · 0.05%
Silk Road Medical, Inc. CA$58.7M · 0.12%
Mirati Therapeutics, Inc. CA$58.1M · 0.17%
Altos Labs, Inc. CA$57.2M · 0.10%
Macias Gini & O'Connell LLP CA$57.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680542699 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.