Plan Ledger DOL Form 5500 · updated monthly

Jbr, Inc.401(k)

JBR, INC. 401(K) PLAN · LINCOLN, CA · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Jbr, Inc. reported $54,069 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $2,349 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 0.36% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 3,816th-largest of 9,483 plans among California employers on file, and the 6,199th of 13,661 in manufacturing. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 244 to 308 since 2022.

Plan summary
Net assets, end of year$18,645,351
Participants with balances354
Active participants308
Employer contributions$723,589
Employee contributions$1,353,652
Employer contribution per active participant$2,349
Average account balance$52,670
Benefits paid to participants$1,674,957
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.6M · 354 accts · $724K emplr
2023$16.3M · 298 accts · $602K emplr
2022$13.7M · 307 accts · $559K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,459
Total administrative$54,069
The Jbr, Inc. 401(k) match · 2024
Employer contribution per active participant$2,349
Median for plans this size$2,416
2024$2,349 per active participant
2023$2,281 per active participant
2022$2,292 per active participant

Jbr, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20248
SAN FRANCISCO BAY COFFEE COMPANY$12,600

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$54,069 · 0.31%
2023$35,213 · 0.24%
2022$55,508 · 0.36%
Same employer
Similar plansManufacturing · California
California Supply, Inc. CA$18.8M · 0.03%
Razor USA, LLC CA$18.8M · 0.55%
Ink Systems, Inc. CA$18.7M · 0.01%
Reconserve, Inc. CA$18.6M · 0.39%
Gcm Medical and Oem, Inc. CA$18.5M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942564405 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.