Plan Ledger DOL Form 5500 · updated monthly

Jdd Investment Company401(k)

JDD INVESTMENT COMPANY 401(K) PLAN · ITASCA, IL · plan year 2022

Reported admin expense ratio · 2022
4.06%

Jdd Investment Company reported $189 in plan administrative expenses for 2022: 4.06% of average plan assets, higher than ~90% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Illinois (3,693rd of 3,702), and 2,226th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$6,037
Participants with balances5
Active participants182
Employer contributions—
Employee contributions$3,798
Employer contribution per active participant—
Average account balance$1,207
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$189
Total administrative$189
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$189 · 4.06%
Similar plansAccommodation & Food Services · Illinois

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Source: U.S. Department of Labor, Form 5500 series, EIN 363736926 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.