Plan Ledger DOL Form 5500 · updated monthly

Jordano's, Inc.401(k)

JORDANO'S, INC. 401(K) PLAN · SANTA BARBARA, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Jordano's, Inc. reported $37,700 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,399 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 3 years on file its reported administrative ratio has held roughly steady near 0.043%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,093rd-largest of 9,483 plans among California employers on file, and the 465th of 4,246 in wholesale trade. In 2024, employees put in $1.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$90,344,582
Participants with balances580
Active participants532
Employer contributions$2,340,330
Employee contributions$3,437,349
Employer contribution per active participant$4,399
Average account balance$155,767
Benefits paid to participants$11,931,013
Plan auditUnmodified (clean) audit opinion
AuditorGREEN HASSON JANKS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$90.3M · 580 accts · $2.3M emplr
2023$85.5M · 594 accts · $2.2M emplr
2022$73.7M · 572 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Investment management$70,138
Total administrative$37,700
The Jordano's, Inc. 401(k) match · 2024
Employer contribution per active participant$4,399
Median for plans this size$3,635
2024$4,399 per active participant
2023$4,113 per active participant
2022$4,106 per active participant

Jordano's, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20243
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$58,775
NFP RETIREMENT, INC. · Investment advisory (plan)$11,363
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$37,700 · 0.04%
2023$39,729 · 0.05%
2022$35,850 · 0.04%
All plans at this employer2
JORDANO'S INC. PROFIT SHARING PLANProfit-sharing plan
JORDANO'S, INC. 401(K) PLAN401(k)
Same employer
Similar plansWholesale Trade · California
Ariat International, Inc. CA$99.0M · 0.06%
Pricesmart, Inc. CA$95.2M · 0.04%
The Bobrick Corporation CA$92.1M · 0.17%
Rsd - Total Control CA$89.3M · 0.01%
Golden State Lumber, Inc. CA$87.4M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951519497 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.