Plan Ledger DOL Form 5500 · updated monthly

Jfe Shoji America Holdings, Inc.401(k)

JFE GROUP 401(K) PLAN · LONG BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Jfe Shoji America Holdings, Inc. reported $132,187 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $1,697 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.

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 1,330th-largest of 9,483 plans among California employers on file, and the 596th of 4,246 in wholesale trade. In 2024, employees put in $2.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$69,949,363
Participants with balances1,008
Active participants1,005
Employer contributions$1,705,804
Employee contributions$3,898,825
Employer contribution per active participant$1,697
Average account balance$69,394
Benefits paid to participants$8,916,728
Plan auditUnmodified (clean) audit opinion
AuditorCDH CPA, PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,342
Investment management$277
Audit (IQPA)$3,698
Total administrative$132,187
The Jfe Shoji America Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$1,697
Median for plans this size$3,635

Jfe Shoji America Holdings, Inc.'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
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$82,870
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$45,341

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$132,187 · 0.19%
Same employer
Similar plansWholesale Trade · California
Pioneer North America, Inc. CA$71.5M · 0.05%
Boardriders, Inc. CA$70.7M · 0.29%
Jvckenwood USA Corporation CA$67.4M · 0.10%
Donaghy Sales, Inc. CA$66.8M · 0.04%
Multiquip Inc. CA$66.6M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842757527 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.