Plan Ledger DOL Form 5500 · updated monthly

Jbo Management LLC401(k)

CITY WIDE 401(K) PLAN · LENEXA, KS · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Jbo Management LLC reported $59,971 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $1,177 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 0.54% to 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Kansas (466th of 828), and 1,051st of 2,096 in real estate & leasing. In 2024, employees put in $2.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,008,775
Participants with balances218
Active participants379
Employer contributions$446,175
Employee contributions$1,236,828
Employer contribution per active participant$1,177
Average account balance$50,499
Benefits paid to participants$1,210,848
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 218 accts · $446K emplr
2023$8.4M · 204 accts · $367K emplr
2022$7.2M · 198 accts · $356K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,971
Total administrative$59,971
The Jbo Management LLC 401(k) match · 2024
Employer contribution per active participant$1,177
Median for plans this size$1,313
2024$1,177 per active participant
2023$902 per active participant
2022$972 per active participant

Jbo Management LLC'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 · 20244
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan) · Contract administrator$32,864
BENEFIT PLANS PLUS LLC · Contract administrator$5,325
RESOURCES INVESTMENT ADVISORS, LLC · Investment management$536

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$59,971 · 0.62%
2023$85,345 · 1.09%
2022$51,430 · 0.54%
Same employer
Similar plansReal Estate & Leasing · Kansas
Sizewise Rentals, LLC KS$33.2M · 0.49%
Tm Holdings, Inc. KS$21.9M · 0.71%
Builders, Inc. KS$14.9M · 0.48%
Key Management Company KS$5.4M · 0.85%
Peterson Properties, Inc. KS$5.3M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861767458 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.