Plan Ledger DOL Form 5500 · updated monthly

Jc Foodservice, Inc.ESOP

ACTION SALES EMPLOYEE STOCK OWNERSHIP PLAN · CITY OF INDUSTRY, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Jc Foodservice, Inc. reported $19,111 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $16,483 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 1 year on file its reported administrative ratio fell from 0.07% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,787th-largest of 9,483 plans among California employers on file, and the 839th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$49,020,396
Participants with balances164
Active participants133
Employer contributions$2,192,281
Employee contributions—
Employer contribution per active participant$16,483
Average account balance$298,905
Benefits paid to participants$495,260
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$49.0M · 164 accts · $2.2M emplr
2023$30.2M · 160 accts · $2.0M emplr
2022$14.0M · 145 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Investment management$19,111
Total administrative$19,111
Employer contributions to the Jc Foodservice, Inc. plan · 2024
Employer contribution per active participant$16,483
Median for plans this size$2,416
2024$16,483 per active participant
2023$14,980 per active participant
2022$24,346 per active participant

Jc Foodservice, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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.

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024$19,111 · 0.05%
2023$14,901 · 0.07%
2022Not separately reported
All plans at this employer2
JC FOODSERVICE INC. 401(K) PLAN401(k)
ACTION SALES EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansWholesale Trade · California
Cj America Inc CA$51.0M · 0.34%
Momentum Textiles, LLC CA$49.9M · 0.30%
R.F. Macdonald Company CA$49.2M · 0.15%
Rodan & Fields, LLC CA$48.6M · 0.23%
5.11, Inc. CA$48.5M · 0.34%
Vifor Pharma, Inc. CA$48.3M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954655620 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.