Plan Ledger DOL Form 5500 · updated monthly

Jonbec Care, Inc.401(k)

JONBEC CARE, INC. EMPLOYEES 401(K) PLAN · REDLANDS, CA · plan year 2022

Reported admin expense ratio · 2022
0.79%

Jonbec Care, Inc. reported $18,041 in plan administrative expenses for 2022: 0.79% of average plan assets, higher than ~75% of peers. 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 health care & social assistance employers. By assets it is among the smaller plans on file in California (8,259th of 9,483), and 9,959th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,112,217
Participants with balances49
Active participants114
Employer contributions—
Employee contributions$102,564
Employer contribution per active participant—
Average account balance$43,106
Benefits paid to participants$114,302
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$18,041
Total administrative$18,041
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$18,041 · 0.79%
Similar plansHealth Care & Social Assistance · California
Becoming Independent CA$2.1M · 1.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330418640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.