Plan Ledger DOL Form 5500 · updated monthly

Jana, Inc.401(k)

JANA, INC. RETIREMENT PLAN · UNIVERSAL CITY, TX · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Jana, Inc. reported $8,070 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $986 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 0.06% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Texas (3,217th of 5,688), and 1,570th of 2,199 in information & media. In 2024, employees put in $4.76 for every $1.00 the employer contributed; active participation has grown from 117 to 163 since 2022.

Plan summary
Net assets, end of year$9,006,560
Participants with balances188
Active participants163
Employer contributions$160,766
Employee contributions$764,802
Employer contribution per active participant$986
Average account balance$47,907
Benefits paid to participants$505,715
Plan auditUnmodified (clean) audit opinion
AuditorMICHAEL D BURNETT, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$9.0M · 188 accts · $161K emplr
2023$7.4M · 145 accts · $92K emplr
2022$5.8M · 130 accts · $92K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,605
Investment management$4,465
Total administrative$8,070
The Jana, Inc. 401(k) match · 2024
Employer contribution per active participant$986
Median for plans this size$1,313
2024$986 per active participant
2023$738 per active participant
2022$784 per active participant

Jana, Inc.'s 2024 employer contribution ran below 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,605

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$8,070 · 0.10%
2023$6,448 · 0.10%
2022$3,883 · 0.06%
Same employer
Similar plansInformation & Media · Texas
Zenoss, Inc TX$9.5M · 0.53%
Healthmine Services, Inc. TX$9.2M · 0.10%
Ra Outdoors, LLC TX$9.1M · 0.59%
Ojo Labs, Inc. TX$9.0M · 0.35%
Cleardata Networks, Inc. TX$9.0M · 0.32%
Omnigo Software, LLC TX$9.0M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741768380 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.