Plan Ledger DOL Form 5500 · updated monthly

Juvo Plus Inc.401(k)

JUVO PLUS INC. 401(K) PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
1.09%

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

Juvo Plus Inc. reported $42,438 in plan administrative expenses for 2024: 1.09% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,378 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 0.94% to 1.09%. 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 Washington (1,392nd of 1,714), and 3,922nd of 5,215 in retail trade. In 2024, employees put in $3.47 for every $1.00 the employer contributed; active participation has grown from 141 to 163 since 2022.

Plan summary
Net assets, end of year$4,456,285
Participants with balances135
Active participants163
Employer contributions$224,627
Employee contributions$778,412
Employer contribution per active participant$1,378
Average account balance$33,010
Benefits paid to participants$1,673,636
Plan auditUnmodified (clean) audit opinion
AuditorSCOTT MILLER CPA & ASSOCIATES IN
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 135 accts · $225K emplr
2023$3.4M · 99 accts · $167K emplr
2022$2.8M · 100 accts · $141K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,746
Investment management$18,692
Total administrative$42,438
The Juvo Plus Inc. 401(k) match · 2024
Employer contribution per active participant$1,378
Median for plans this size$1,313
2024$1,378 per active participant
2023$1,817 per active participant
2022$997 per active participant

Juvo Plus 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$23,746
PENSIONMARK FINANCIAL GROUP, LLC · Recordkeeping · Trustee$18,692
ADP BROKER-DEALER · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, PENSIONMARK FINANCIAL GROUP, LLC
2023ADP, PENSIONMARK FINANCIAL GROUP, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$42,438 · 1.09%
2023$28,403 · 0.92%
2022$24,549 · 0.94%
Same employer
Similar plansRetail Trade · Washington
Valley Cash & Carry WA$5.0M · 0.53%
New Nwf LLC WA$4.9M · 0.15%
Hardware Sales, Inc. WA$4.8M · 0.81%
Milam, Inc. WA$4.2M · 0.91%
Kaspien Inc. WA$4.0M · 1.02%
Thrive Causemetics, Inc. WA$3.9M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462184581 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.