Plan Ledger DOL Form 5500 · updated monthly

Jmbd Inc401(k)

JMBD INC 401(K) PROFIT SHARING PLAN & TRUST · BARTLETT, IL · plan year 2023

Reported admin expense ratio · 2023
0.92%

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

Jmbd Inc reported $711 in plan administrative expenses for 2023: 0.92% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.92% to 11.29%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Illinois (3,662nd of 3,702), and 2,631st of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$94,564
Participants with balances193
Active participants32
Employer contributions$0
Employee contributions$36,183
Employer contribution per active participant$0
Average account balance$490
Benefits paid to participants$1,203
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$61K · 73 accts
2023$95K · 193 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$711
Total administrative$711
The Jmbd Inc 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$522

Jmbd Inc's 2023 employer contribution ran below the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$8,760 · 11.29%
2023$711 · 0.92%
Similar plansTransportation & Warehousing · Illinois
A Super T LLC IL$113K · 0.49%
Delivery Service Now MD$103K · 0.51%
Rapid Route Inc. IL$103K · 0.16%
Outlaw Logistics LLC PA$100K · 0.23%
Max Trans, LLC TN$100K · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263030657 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.