Plan Ledger DOL Form 5500 · updated monthly

Jill Acquisition LLC401(k)

J. JILL 401(K) PLAN · QUINCY, MA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Jill Acquisition LLC reported $169,680 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $1,118 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 3 years on file its reported administrative ratio has held roughly steady near 0.220%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 482nd-largest of 2,726 plans among Massachusetts employers on file, and the 433rd of 5,215 in retail trade. In 2024, employees put in $2.91 for every $1.00 the employer contributed; active participation has grown from 1,580 to 1,832 since 2022.

Plan summary
Net assets, end of year$82,899,042
Participants with balances1,409
Active participants1,832
Employer contributions$2,047,351
Employee contributions$5,953,002
Employer contribution per active participant$1,118
Average account balance$58,835
Benefits paid to participants$6,476,491
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$82.9M · 1,409 accts · $2.0M emplr
2023$71.4M · 1,217 accts · $1.7M emplr
2022$59.0M · 994 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$113,210
Investment management$41,470
Audit (IQPA)$15,000
Total administrative$169,680
The Jill Acquisition LLC 401(k) match · 2024
Employer contribution per active participant$1,118
Median for plans this size$3,635
2024$1,118 per active participant
2023$2,062 per active participant
2022$744 per active participant

Jill Acquisition 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 · 20244
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Loan processing$53,525
GLOBAL RETIREMENT PARTNERS LLC$38,026
CBIZ OPERATIONS INC DBA CBIZ MHM LL$15,000
EMPOWER ADVISORY GROUP, LLC · Investment management$3,444

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$169,680 · 0.22%
2023$154,577 · 0.24%
2022$146,188 · 0.22%
Same employer
Similar plansRetail Trade · Massachusetts
Destination Xl Group, Inc. MA$107.3M · 0.27%
Ahold Delhaize USA, Inc. MA$83.7M · 0.02%
C & J Clark America, Inc. MA$71.4M · 0.50%
W. E. Aubuchon Co., Inc. MA$64.4M · 0.18%
Red Thread Spaces LLC MA$58.0M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270324650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.