Plan Ledger DOL Form 5500 · updated monthly

Juneshine, Inc.401(k)

JUNESHINE 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Juneshine, Inc. reported $6,774 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,838 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 0.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (7,789th of 9,483), and 12,214th of 13,661 in manufacturing. In 2024, employees put in $1.72 for every $1.00 the employer contributed; active participation has shrunk from 157 to 123 since 2022.

Plan summary
Net assets, end of year$3,112,414
Participants with balances232
Active participants123
Employer contributions$226,067
Employee contributions$389,782
Employer contribution per active participant$1,838
Average account balance$13,416
Benefits paid to participants$671,573
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 232 accts · $226K emplr
2023$2.8M · 245 accts · $328K emplr
2022$1.8M · 215 accts · $322K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,448
Investment management$2,326
Total administrative$6,774
The Juneshine, Inc. 401(k) match · 2024
Employer contribution per active participant$1,838
Median for plans this size$1,313
2024$1,838 per active participant
2023$2,158 per active participant
2022$2,052 per active participant

Juneshine, Inc.'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 · 20241
GUIDELINE, INC. · Plan administrator · Recordkeeping$6,163

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$6,774 · 0.23%
2023$4,280 · 0.19%
2022$2,130 · 0.14%
Similar plansManufacturing · California
Colorescience, Inc. CA$3.2M · 0.16%
Kittrich Corporation CA$3.2M · 0.62%
Tempo Automation, Inc. CA$3.1M · 0.13%
Best Sanitizers, Inc. CA$3.1M · 0.05%
Orly International, Inc. CA$3.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823597488 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.