Plan Ledger DOL Form 5500 · updated monthly

Jobot, LLC401(k)

JOBOT, LLC 401(K) PROFIT SHARING PLAN & TRUST · NEWPORT BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Jobot, LLC reported $80,355 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2 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 2 years on file its reported administrative ratio fell from 0.30% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,621st-largest of 9,483 plans among California employers on file, and the 4,079th of 11,654 in professional & technical services. In 2024, employees put in $4168.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,843,584
Participants with balances1,484
Active participants754
Employer contributions$1,421
Employee contributions$5,924,123
Employer contribution per active participant$2
Average account balance$20,784
Benefits paid to participants$6,203,174
Plan auditUnmodified (clean) audit opinion
AuditorGREEN HASSON JANKS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$30.8M · 1,484 accts · $1K emplr
2023$25.7M · 1,196 accts · $100 emplr
2022$13.4M · 980 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,737
Investment management$13,758
Trustee / custodial$860
Total administrative$80,355
The Jobot, LLC 401(k) match · 2024
Employer contribution per active participant$2
Median for plans this size$2,416
2024$2 per active participant
2023$0 per active participant

Jobot, LLC's 2024 employer contribution ran below the $2,416 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 · 20243
PAYCHEX, INC. · Recordkeeping$56,830
MESIROW · Investment advisory (plan)$13,758
ERISA FIDUCIARY SERVICES, INC. · Contract administrator$5,625

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

Recordkeeper by year2
2024Paychex
2023ERISA FIDUCIARY SERVICES, INC., MESIROW, Paychex

This plan has changed recordkeepers within these filings. If you left Jobot, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$80,355 · 0.28%
2023$70,331 · 0.36%
2022$34,107 · 0.30%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 832839454 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.