Plan Ledger DOL Form 5500 · updated monthly

Jubilant Pharma Holdings Inc.401(k)

JUBILANT PHARMA HOLDINGS INC. AND SUBSIDIARIES 401(K) PLAN · YARDLEY, PA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Jubilant Pharma Holdings Inc. reported $224,309 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $2,308 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 0.17% to 0.16%. 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 361st-largest of 3,651 plans among Pennsylvania employers on file, and the 1,437th of 13,661 in manufacturing. In 2024, employees put in $2.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$147,143,573
Participants with balances1,495
Active participants1,721
Employer contributions$3,971,675
Employee contributions$9,283,337
Employer contribution per active participant$2,308
Average account balance$98,424
Benefits paid to participants$17,512,139
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$147.1M · 1,495 accts · $4.0M emplr
2023$131.3M · 1,528 accts · $3.9M emplr
2022$115.0M · 1,581 accts · $3.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$142,546
Investment management$81,763
Total administrative$224,309
The Jubilant Pharma Holdings Inc. 401(k) match · 2024
Employer contribution per active participant$2,308
Median for plans this size$3,635
2024$2,308 per active participant
2023$2,205 per active participant
2022$2,288 per active participant

Jubilant Pharma Holdings Inc.'s 2024 employer contribution ran below the $3,635 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$142,546
MERCER INVESTMENTS LLC · Investment advisory (plan)$81,763

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$224,309 · 0.16%
2023$191,740 · 0.16%
2022$217,411 · 0.17%
Similar plansManufacturing · Pennsylvania
Audia International, Inc. PA$163.0M · 0.05%
Trinseo, LLC PA$152.0M · 0.09%
Touchpoint, Inc. PA$149.8M · 0.10%
Colorcon, Inc. PA$143.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141811739 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.