Plan Ledger DOL Form 5500 · updated monthly

Jetro Cash & Carry Enterprises, LLC401(k)

JETRO CASH & CARRY ENTERPRISES, LLC RETIREMENT SAVINGS PLAN · WHITESTONE, NY · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Jetro Cash & Carry Enterprises, LLC reported $61,187 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $867 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 0.00% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 561st-largest of 5,648 plans among New York employers on file, and the 290th of 4,246 in wholesale trade. In 2024, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$163,665,684
Participants with balances1,861
Active participants3,671
Employer contributions$3,182,026
Employee contributions$6,632,660
Employer contribution per active participant$867
Average account balance$87,945
Benefits paid to participants$10,264,187
Plan auditUnmodified (clean) audit opinion
AuditorNUSSBAUM YATES BERG KLEIN & WOLPOW
Plan history3
Yearassets · accounts · employer contribution
2024$163.7M · 1,861 accts · $3.2M emplr
2023$147.3M · 1,861 accts · $3.1M emplr
2022$130.2M · 1,985 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,009
Audit (IQPA)$16,800
Total administrative$61,187
The Jetro Cash & Carry Enterprises, LLC 401(k) match · 2024
Employer contribution per active participant$867
Median for plans this size$3,635
2024$867 per active participant
2023$867 per active participant
2022$967 per active participant

Jetro Cash & Carry Enterprises, LLC's 2024 employer contribution ran below the $3,635 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 · 20242
MACIAS GINI AND OCONNELL LLP · Accounting / audit$16,800
JPMORGAN INVEST HOLDINGS LLC$4,009

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$61,187 · 0.04%
2023$23,960 · 0.02%
2022$394 · 0.00%
Similar plansWholesale Trade · New York
Mitsui & Co. (U.S.A.), Inc. NY$187.1M · 0.04%
Centric Brands Holding LLC NY$180.9M · 0.06%
Itochu International Inc. NY$175.8M · 0.24%
Festo Corporation NY$171.1M · 0.06%
Nikon Inc. NY$134.9M · 0.05%
Steven Madden LTD. NY$125.0M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132847390 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.