Plan Ledger DOL Form 5500 · updated monthly

Juul Labs, Inc.401(k)

JUUL LABS, INC. 401K PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Juul Labs, Inc. reported $55,247 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,611 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 0.05% to 0.04%. 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 74th-largest of 618 plans among District of Columbia employers on file, and the 1,419th of 13,661 in manufacturing. In 2024, employees put in $2.52 for every $1.00 the employer contributed; active participation has shrunk from 1,020 to 640 since 2022.

Plan summary
Net assets, end of year$149,552,162
Participants with balances1,377
Active participants640
Employer contributions$3,590,848
Employee contributions$9,062,033
Employer contribution per active participant$5,611
Average account balance$108,607
Benefits paid to participants$14,549,006
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$149.6M · 1,377 accts · $3.6M emplr
2023$129.2M · 1,489 accts · $4.1M emplr
2022$110.8M · 1,703 accts · $6.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,619
Investment management$44,628
Total administrative$55,247
The Juul Labs, Inc. 401(k) match · 2024
Employer contribution per active participant$5,611
Median for plans this size$3,635
2024$5,611 per active participant
2023$6,967 per active participant
2022$6,389 per active participant

Juul Labs, Inc.'s 2024 employer contribution ran above 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$44,628
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$10,619

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$55,247 · 0.04%
2023$61,083 · 0.05%
2022$53,146 · 0.05%
Same employer
Similar plansManufacturing · District of Columbia
Danaher Corporation DC$6.5B · 0.05%
Supernal, LLC DC$52.4M · 0.18%
Vanda Pharmaceuticals Inc. DC$43.2M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870798194 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.