Plan Ledger DOL Form 5500 · updated monthly

Janie and Jack, LLC401(k)

JANIE AND JACK, LLC 401(K) RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Janie and Jack, LLC reported $77,151 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,076 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 0.77% to 0.54%. 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 4,367th-largest of 9,483 plans among California employers on file, and the 1,890th of 5,215 in retail trade. In 2024, employees put in $2.08 for every $1.00 the employer contributed; active participation has grown from 516 to 680 since 2022.

Plan summary
Net assets, end of year$15,178,110
Participants with balances372
Active participants680
Employer contributions$731,729
Employee contributions$1,523,684
Employer contribution per active participant$1,076
Average account balance$40,801
Benefits paid to participants$2,936,470
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.2M · 372 accts · $732K emplr
2023$13.5M · 425 accts · $761K emplr
2022$10.0M · 317 accts · $676K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,868
Investment management$49,283
Total administrative$77,151
The Janie and Jack, LLC 401(k) match · 2024
Employer contribution per active participant$1,076
Median for plans this size$2,416
2024$1,076 per active participant
2023$1,808 per active participant
2022$1,311 per active participant

Janie and Jack, 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 · 20244
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$30,566
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$18,563
EMPOWER ADVISORY GROUP, LLC · Investment management$154

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$77,151 · 0.54%
2023$97,232 · 0.83%
2022$83,606 · 0.77%
Same employer
Similar plansRetail Trade · California
Title 9 Sports, Inc. CA$15.4M · 0.26%
Don Roberto Jewelers Inc CA$15.1M · 0.15%
Ly Brothers Corporation CA$15.0M · 0.30%
Jones Lumber Company, Inc CA$15.0M · 0.31%
Citrus Motors Ontario, Inc. CA$14.9M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833625027 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.