Plan Ledger DOL Form 5500 · updated monthly

Jfq Lending, LLC401(k)

JFQ LENDING, INC. 401(K) PROFIT SHARING PLAN II · SCOTTSDALE, AZ · plan year 2022

Reported admin expense ratio · 2022
1.93%

Jfq Lending, LLC reported $87,443 in plan administrative expenses for 2022: 1.93% 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Arizona (917th of 1,285), and 4,538th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$3,781,353
Participants with balances228
Active participants35
Employer contributions—
Employee contributions$983,328
Employer contribution per active participant—
Average account balance$16,585
Benefits paid to participants$1,418,928
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $617 emplr
2022$3.8M · 228 accts
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 history2
2023Not separately reported
2022$87,443 · 1.93%
Similar plansFinance & Insurance · Arizona
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Fiduciary Wise, LLC AZ$3.2M · 1.37%
Enterprise Bank & Trust AZ$2.5M · 0.10%
RISE48 Am, LLC AZ$2.1M · 3.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821593472 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.