Plan Ledger DOL Form 5500 · updated monthly

Jfe Shoji America, LLC401(k)

JFE GROUP 401(K) PLAN · LONG BEACH, CA · plan year 2023

Reported admin expense ratio · 2023
0.63%

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

Jfe Shoji America, LLC reported $207,142 in plan administrative expenses for 2023: 0.63% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,708 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 rose from 0.45% to 0.63%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,379th-largest of 9,483 plans among California employers on file, and the 1,165th of 4,246 in wholesale trade. In 2023, employees put in $2.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,922,193
Participants with balances433
Active participants404
Employer contributions$1,094,156
Employee contributions$2,954,675
Employer contribution per active participant$2,708
Average account balance$80,652
Benefits paid to participants$4,375,347
Plan auditUnmodified (clean) audit opinion
AuditorCDH CPA
Plan history2
Yearassets · accounts · employer contribution
2023$34.9M · 433 accts · $1.1M emplr
2022$30.9M · 435 accts · $1.1M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$207,142
Total administrative$207,142
The Jfe Shoji America, LLC 401(k) match · 2023
Employer contribution per active participant$2,708
Median for plans this size$2,440
2023$2,708 per active participant
2022$2,684 per active participant

Jfe Shoji America, LLC's 2023 employer contribution ran above the $2,440 median for plans its size. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
EMPOWER ADVISORY GROUP,LLC · Investment management$91,616
MORGAN STANLEY · Investment advisory (plan)$44,440
THE BENEFIT PRACTICE · Contract administrator · Loan processing$30,087
CDH PC$24,150

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

Administrative cost history2
2023$207,142 · 0.63%
2022$151,948 · 0.45%
Similar plansWholesale Trade · California
Hybrid Promotions, LLC CA$35.9M · 0.62%
Vytalogy Wellness LLC CA$35.2M · 0.16%
Kikkoman Sales USA, Inc. CA$35.1M · 0.05%
The Inside Source, Inc. CA$34.9M · 0.49%
Maxon Industries, Inc. CA$34.8M · 0.41%
World Variety Produce, Inc. CA$34.6M · 0.02%
Synamedia Americas LLC CA$34.5M · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 132534695 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.