Plan Ledger DOL Form 5500 · updated monthly

Jsr North America Holdings, Inc.401(k)

JSR NORTH AMERICA HOLDINGS, INC. 401 (K) PLAN · SUNNYVALE, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Jsr North America Holdings, Inc. reported $23,216 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,925 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 0.03% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 899th-largest of 9,483 plans among California employers on file, and the 1,715th of 13,661 in manufacturing. In 2024, employees put in $1.72 for every $1.00 the employer contributed; active participation has grown from 374 to 547 since 2022.

Plan summary
Net assets, end of year$115,321,741
Participants with balances701
Active participants547
Employer contributions$3,787,812
Employee contributions$6,521,434
Employer contribution per active participant$6,925
Average account balance$164,510
Benefits paid to participants$7,509,766
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$115.3M · 701 accts · $3.8M emplr
2023$84.1M · 480 accts · $2.7M emplr
2022$68.6M · 458 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,188
Investment management$17,028
Total administrative$23,216
The Jsr North America Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$6,925
Median for plans this size$3,635
2024$6,925 per active participant
2023$6,571 per active participant
2022$6,405 per active participant

Jsr North America Holdings, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$17,028
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,723

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$23,216 · 0.02%
2023$20,435 · 0.03%
2022$19,904 · 0.03%
Same employer
Similar plansManufacturing · California
National Resilience, Inc. CA$118.6M · 0.22%
Gopro, Inc. CA$117.5M · 0.05%
Guess, Inc. CA$116.3M · 0.34%
Karl Storz Imaging, Inc. CA$115.1M · 0.10%
Gillig LLC CA$112.4M · 0.07%
Bronco Wine Company CA$111.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832970271 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.