Plan Ledger DOL Form 5500 · updated monthly

Jsi Acquisition, Inc.401(k)

LIBERTANA HEALTH SERVICES 401(K) PLAN · SHERMAN OAKS, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Jsi Acquisition, Inc. reported $9,144 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,316 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 rose from 0.09% to 0.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (6,646th of 9,483), and 7,317th of 11,911 in health care & social assistance. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 421 to 485 since 2022.

Plan summary
Net assets, end of year$6,053,413
Participants with balances537
Active participants485
Employer contributions$638,108
Employee contributions$1,200,294
Employer contribution per active participant$1,316
Average account balance$11,273
Benefits paid to participants$430,473
Plan auditUnmodified (clean) audit opinion
AuditorWALTERS & SKLYAR LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.1M · 537 accts · $638K emplr
2023$3.9M · 483 accts · $460K emplr
2022$2.3M · 166 accts · $305K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,060
Investment management$84
Total administrative$9,144
The Jsi Acquisition, Inc. 401(k) match · 2024
Employer contribution per active participant$1,316
Median for plans this size$1,313
2024$1,316 per active participant
2023$980 per active participant
2022$725 per active participant

Jsi Acquisition, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$9,144

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$9,144 · 0.18%
2023$3,944 · 0.13%
2022$1,765 · 0.09%
Same employer
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Hollenbeck Palms CA$6.2M · 0.05%
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Faces Sf CA$6.0M · 0.74%
Good Samaritan Shelter CA$6.0M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205940887 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.