Plan Ledger DOL Form 5500 · updated monthly

Johanna Foods, Inc.401(k)

JOHANNA FOODS, INC. SAVINGS AND INVESTMENT PLAN · FLEMINGTON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Johanna Foods, Inc. reported $42,872 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,646 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 0.25% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 991st-largest of 2,419 plans among New Jersey employers on file, and the 5,419th of 13,661 in manufacturing. In 2024, employees put in $2.30 for every $1.00 the employer contributed; active participation has grown from 154 to 172 since 2022.

Plan summary
Net assets, end of year$23,039,713
Participants with balances191
Active participants172
Employer contributions$455,184
Employee contributions$1,046,335
Employer contribution per active participant$2,646
Average account balance$120,627
Benefits paid to participants$2,095,435
Plan auditUnmodified (clean) audit opinion
AuditorBKC CPAS, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$23.0M · 191 accts · $455K emplr
2023$21.1M · 185 accts · $409K emplr
2022$20.4M · 188 accts · $406K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,872
Total administrative$42,872
The Johanna Foods, Inc. 401(k) match · 2024
Employer contribution per active participant$2,646
Median for plans this size$2,416
2024$2,646 per active participant
2023$2,542 per active participant
2022$2,635 per active participant

Johanna Foods, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$42,871
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$42,872 · 0.19%
2023$52,576 · 0.25%
2022$56,518 · 0.25%
All plans at this employer2
JOHANNA FOODS, INC. SAVINGS AND INVESTMENT PLAN401(k)
JOHANNA FOODS, INC. LACTO DIVISION (LOCAL 152 EMPLOYEES) SVGS AND INV PLAN401(k)
Same employer
Similar plansManufacturing · New Jersey
Strato, Inc. NJ$23.6M · 0.41%
Englert, Inc. NJ$23.5M · 0.26%
Generant Company, Inc. NJ$23.5M · 0.01%
Ware Industries, Inc. NJ$22.9M · 0.34%
Chemglass, Inc NJ$21.9M · 0.44%
Rotor Clip Company, Inc. NJ$21.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222973062 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.