Plan Ledger DOL Form 5500 · updated monthly

Jungle Jim's Market, Inc.401(k)

JUNGLE JIM'S SAVINGS PLAN · FAIRFIELD, OH · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Jungle Jim's Market, Inc. reported $49,958 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $236 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 3 years on file its reported administrative ratio has held roughly steady near 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Ohio (2,213th of 3,295), and 3,084th of 5,215 in retail trade. In 2024, employees put in $5.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,848,581
Participants with balances233
Active participants438
Employer contributions$103,487
Employee contributions$620,217
Employer contribution per active participant$236
Average account balance$33,685
Benefits paid to participants$749,761
Plan auditUnmodified (clean) audit opinion
AuditorVEID & VEID CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 233 accts · $103K emplr
2023$6.8M · 226 accts · $101K emplr
2022$5.6M · 219 accts · $93K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,738
Investment management$20,220
Total administrative$49,958
The Jungle Jim's Market, Inc. 401(k) match · 2024
Employer contribution per active participant$236
Median for plans this size$1,313
2024$236 per active participant
2023$240 per active participant
2022$231 per active participant

Jungle Jim's Market, Inc.'s 2024 employer contribution ran below the $1,313 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
9258 WEALTH MANAGEMENT, LLC · Investment advisory (participants)$15,412
WAVERLY ADVISORS, LLC · Investment advisory (participants)$3,310
WILSHIRE ASSOCIATES INC. (USA) · Investment advisory (participants)$1,498

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$49,958 · 0.68%
2023$42,531 · 0.69%
2022$42,309 · 0.67%
Same employer
Similar plansRetail Trade · Ohio
Charlie's Toledo, Inc. OH$8.1M · 0.14%
August Corso Sons Inc OH$8.1M · 0.09%
Wilson Enterprises, Inc. OH$7.9M · 0.81%
L.D. Management Company OH$7.8M · 0.55%
Best Supply, Inc. OH$7.8M · 0.74%
Marco's Franchising, LLC OH$7.8M · 0.60%
Cronin Auto, Inc. OH$7.7M · 0.61%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 310955124 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.