Plan Ledger DOL Form 5500 · updated monthly

Jti Electrical & Instrumentation, LLC401(k)

JTI ELECTRICAL INSTRUMENTATION 401(K) RETIREMENT PLAN · SHAFTER, CA · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Jti Electrical & Instrumentation, LLC reported $39,245 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $835 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 0.74% to 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (6,090th of 9,483), and 3,430th of 5,337 in construction. In 2024, employees put in $3.78 for every $1.00 the employer contributed; active participation has grown from 159 to 324 since 2022.

Plan summary
Net assets, end of year$7,755,074
Participants with balances246
Active participants324
Employer contributions$270,441
Employee contributions$1,023,247
Employer contribution per active participant$835
Average account balance$31,525
Benefits paid to participants$543,135
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 246 accts · $270K emplr
2023$5.8M · 210 accts · $467K emplr
2022$4.9M · 207 accts · $424K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,094
Investment management$32,151
Total administrative$39,245
The Jti Electrical & Instrumentation, LLC 401(k) match · 2024
Employer contribution per active participant$835
Median for plans this size$1,313
2024$835 per active participant
2023$3,647 per active participant
2022$2,668 per active participant

Jti Electrical & Instrumentation, LLC's 2024 employer contribution ran below 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 · 20242
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$7,094
BARNES WEALTH MANAGEMENT GROUP, INC · Investment advisory (plan)$32,151

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$39,245 · 0.58%
2023$30,214 · 0.56%
2022$37,877 · 0.74%
Same employer
Similar plansConstruction · California
Provenza Floors, Inc. CA$8.0M · 0.19%
Direct Line Global LLC CA$7.8M · 0.27%
Ldi Mechanical, Inc. CA$7.7M · 0.71%
Wcp Developers, LLC CA$7.7M · 0.81%
Mc Painting CA$7.7M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800927449 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.