Plan Ledger DOL Form 5500 · updated monthly

Jubitz Corporation401(k)

JUBITZ PROFIT SHARING/401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Jubitz Corporation reported $20,467 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $1,370 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 0.14% to 0.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Oregon (554th of 1,021), and the 1,146th of 2,677 in transportation & warehousing. In 2024, employees put in $2.80 for every $1.00 the employer contributed; active participation has grown from 161 to 229 since 2022.

Plan summary
Net assets, end of year$10,169,369
Participants with balances228
Active participants229
Employer contributions$313,820
Employee contributions$879,332
Employer contribution per active participant$1,370
Average account balance$44,602
Benefits paid to participants$571,676
Plan auditUnmodified (clean) audit opinion
AuditorFORDHAM & CO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 228 accts · $314K emplr
2023$8.3M · 224 accts · $221K emplr
2022$7.6M · 196 accts · $172K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,467
Total administrative$20,467
The Jubitz Corporation 401(k) match · 2024
Employer contribution per active participant$1,370
Median for plans this size$1,313
2024$1,370 per active participant
2023$1,045 per active participant
2022$1,067 per active participant

Jubitz Corporation'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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$12,496
INDEPENDENT RETIREMENT CONSULTING · Contract administrator · Other services$7,971
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$20,467 · 0.22%
2023$13,880 · 0.17%
2022$10,951 · 0.14%
Same employer
Similar plansTransportation & Warehousing · Oregon
Combined Transport, Inc. OR$14.5M · 0.15%
Aero Air, LLC OR$14.2M · 0.71%
Walsh Trucking Company LTD OR$13.7M · 0.34%
Tire Factory, Inc. OR$8.1M · 0.33%
A & M Transport, LLC OR$6.2M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930403718 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.