Plan Ledger DOL Form 5500 · updated monthly

Jbc Limited, LLC401(k)

JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Jbc Limited, LLC reported $26,302 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. Employer contributions averaged $0 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 3 years on file its reported administrative ratio has held roughly steady near 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oregon (751st of 1,021), and 3,725th of 5,215 in retail trade.

Plan summary
Net assets, end of year$5,122,127
Participants with balances220
Active participants214
Employer contributions$0
Employee contributions$444,862
Employer contribution per active participant$0
Average account balance$23,282
Benefits paid to participants$196,600
Plan auditUnmodified (clean) audit opinion
AuditorFORDHAM & CO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.1M · 220 accts
2023$4.4M · 217 accts
2022$4.0M · 228 accts · $1K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,433
Audit (IQPA)$14,869
Total administrative$26,302
The Jbc Limited, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Jbc Limited, LLC's 2024 employer contribution ran below the $1,313 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 · 20243
FORDHAM GOODFELLOW LLP · Accounting / audit$14,869
FIDELITY INVESTMENTS INSTITUTIONAL · Trustee (directed) · Loan processing$11,433
LPL FINANCIAL LLCindirect comp

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$26,302 · 0.55%
2023$24,970 · 0.60%
2022$24,620 · 0.56%
Same employer
Similar plansRetail Trade · Oregon
Space Age Fuel, Inc. OR$6.2M · 1.05%
Alphausa Holdings Inc. OR$5.7M · 1.49%
Nelson Tire, Inc. OR$5.0M · 1.23%
Wsco Petroleum Corp. OR$4.6M · 0.61%
Spartan Management LLC OR$4.2M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842191534 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.