Plan Ledger DOL Form 5500 · updated monthly

Joffrey's Coffee and Tea Company401(k)

JOFFREY'S COFFEE AND TEA COMPANY 401(K) PLAN · TAMPA, FL · plan year 2022

Reported admin expense ratio · 2022
0.41%

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

Joffrey's Coffee and Tea Company reported $16,666 in plan administrative expenses for 2022: 0.41% of average plan assets, below the peer median. Employer contributions averaged $962 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Florida (2,686th of 3,644), and the 1,022nd of 2,240 in accommodation & food services. In 2022, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,002,310
Participants with balances55
Active participants155
Employer contributions$149,096
Employee contributions$291,552
Employer contribution per active participant$962
Average account balance$72,769
Benefits paid to participants$28,786
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$12,612
Investment management$3,373
Professional / advisory$681
Total administrative$16,666
The Joffrey's Coffee and Tea Company 401(k) match · 2022
Employer contribution per active participant$962
Median for plans this size$1,114

Joffrey's Coffee and Tea Company's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$16,666 · 0.41%
Similar plansAccommodation & Food Services · Florida
Weld, Inc. FL$4.5M · 1.04%
4R Restaurant Group, LLC FL$4.2M · 0.81%
Innisfree Hotels, Inc. FL$4.0M · 0.42%
Prado Enterprises, Inc. FL$3.4M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592472816 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.