Plan Ledger DOL Form 5500 · updated monthly

Js Ventura Inc401(k)

J S VENTURA INC · VENTURA, CA · plan year 2024

Reported admin expense ratio · 2024
0.63%

Js Ventura Inc reported $7,972 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. 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 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (8,532nd of 9,483), and 4,809th of 5,215 in retail trade.

Plan summary
Net assets, end of year$1,506,385
Participants with balances134
Active participants157
Employer contributions—
Employee contributions$433,658
Employer contribution per active participant—
Average account balance$11,242
Benefits paid to participants$92,556
Plan auditUnmodified (clean) audit opinion
AuditorROGERS, CLEM & COMPANY
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,276
Investment management$5,696
Total administrative$7,972
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 · 20241
ADP, INC. · Loan processing · Recordkeeping$7,971

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

Administrative cost history1
2024$7,972 · 0.63%
Similar plansRetail Trade · California
A. C. Vroman, Inc. CA$1.6M · 0.42%
Vici Collection LLC CA$1.6M · 0.56%
Kirby Oldsmobile CA$1.5M · 0.25%
Mm Enterprises USA, LLC CA$1.5M · 1.75%
Hello Auto, LLC CA$1.5M · 1.10%
Boosted Ecommerce Inc. CA$1.5M · 0.62%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 873397124 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.