Plan Ledger DOL Form 5500 · updated monthly

Jc Resorts LLC401(k)

JC RESORTS LLC 401(K) BENEFIT PLAN · LA JOLLA, CA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Jc Resorts LLC reported $119,089 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $200 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 0.53% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 2,514th-largest of 9,483 plans among California employers on file, and the 192nd of 2,240 in accommodation & food services. In 2024, employees put in $11.39 for every $1.00 the employer contributed; active participation has grown from 873 to 1,375 since 2022.

Plan summary
Net assets, end of year$32,616,814
Participants with balances1,382
Active participants1,375
Employer contributions$275,442
Employee contributions$3,137,224
Employer contribution per active participant$200
Average account balance$23,601
Benefits paid to participants$2,826,954
Plan auditUnmodified (clean) audit opinion
AuditorLING & BOUMAN CPA'S LLP
Plan history3
Yearassets · accounts · employer contribution
2024$32.6M · 1,382 accts · $275K emplr
2023$28.1M · 1,321 accts · $400K emplr
2022$22.1M · 1,202 accts · $337K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$86,709
Investment management$20,330
Audit (IQPA)$12,050
Total administrative$119,089
The Jc Resorts LLC 401(k) match · 2024
Employer contribution per active participant$200
Median for plans this size$2,416
2024$200 per active participant
2023$396 per active participant
2022$386 per active participant

Jc Resorts 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$86,823
CONCURRENT INVESTMENT ADVISORS LLC · Investment advisory (plan)$20,330
LING & BOUMAN, LLP · Accounting / audit$12,050

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$119,089 · 0.39%
2023$123,963 · 0.49%
2022$125,984 · 0.53%
Same employer
Similar plansAccommodation & Food Services · California
Grand Pacific Resorts, Inc. CA$40.1M · 0.11%
Evans Hotels, LLC CA$35.2M · 0.59%
Busch Group, LLC CA$32.7M · 0.45%
Stone Brewing Co., LLC CA$31.4M · 0.24%
Sweetgreen, Inc. CA$29.7M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522205482 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.