Plan Ledger DOL Form 5500 · updated monthly

Jtb Americas, LTD.401(k)

JTB 401K PLAN · TORRANCE, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Jtb Americas, LTD. reported $87,138 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $980 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 0.13% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 1,172nd-largest of 9,483 plans among California employers on file, and the 235th of 3,341 in other services. In 2024, employees put in $4.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$83,526,289
Participants with balances989
Active participants707
Employer contributions$692,748
Employee contributions$3,362,527
Employer contribution per active participant$980
Average account balance$84,455
Benefits paid to participants$7,246,142
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$83.5M · 989 accts · $693K emplr
2023$76.1M · 939 accts · $603K emplr
2022$65.1M · 882 accts · $585K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,508
Investment management$9,752
Audit (IQPA)$55,878
Total administrative$87,138
The Jtb Americas, LTD. 401(k) match · 2024
Employer contribution per active participant$980
Median for plans this size$3,635
2024$980 per active participant
2023$923 per active participant
2022$845 per active participant

Jtb Americas, LTD.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20243
CBIZ CPAS P.C. · Accounting / audit$55,878
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$21,508
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,752

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$87,138 · 0.11%
2023$114,430 · 0.16%
2022$97,087 · 0.13%
Same employer
Similar plansOther Services · California
The Trust for Public Land CA$95.4M · 0.09%
24 Hour Fitness USA, LLC CA$86.5M · 0.31%
Golden Gate Regional Center CA$73.6M · 0.33%
Mission Linen Supply CA$72.8M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131994506 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.