Plan Ledger DOL Form 5500 · updated monthly

Jva, Inc.401(k)

JVA, INC. PROFIT-SHARING PLAN AND TRUST · BOULDER, CO · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Jva, Inc. reported $76,483 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $2,752 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 0.35% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 461st-largest of 1,461 plans among Colorado employers on file, and the 5,098th of 11,654 in professional & technical services. In 2024, employees put in $4.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,774,238
Participants with balances167
Active participants134
Employer contributions$368,723
Employee contributions$1,728,556
Employer contribution per active participant$2,752
Average account balance$136,373
Benefits paid to participants$296,070
Plan auditUnmodified (clean) audit opinion
AuditorRUBIN BROWN
Plan history3
Yearassets · accounts · employer contribution
2024$22.8M · 167 accts · $369K emplr
2023$18.1M · 158 accts · $358K emplr
2022$14.2M · 159 accts · $333K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,793
Investment management$2,690
Total administrative$76,483
The Jva, Inc. 401(k) match · 2024
Employer contribution per active participant$2,752
Median for plans this size$2,416
2024$2,752 per active participant
2023$2,673 per active participant
2022$2,484 per active participant

Jva, Inc.'s 2024 employer contribution ran above the $2,416 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
EMPOWER ADVISORY GROUP, LLC · Investment management$3,610
AMERIPRISE FINANCIAL SERVICES, INCindirect 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$76,483 · 0.37%
2023$59,088 · 0.37%
2022$53,021 · 0.35%
All plans at this employer2
JVA, INC. PROFIT-SHARING PLAN AND TRUST401(k)
JVA, INC. EMPLOYEES' STOCK BONUS PLAN AND TRUSTStock bonus plan
Same employer
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Wurkforce, Inc. CO$23.8M · 1.54%
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Four Winds Interactive, LLC CO$22.7M · 0.53%
Investortools, Inc. CO$22.0M · 0.01%
Matrix Design Group, Inc. CO$21.7M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840638689 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.