Plan Ledger DOL Form 5500 · updated monthly

Jvckenwood USA Corporation401(k)

JKUSA 401(K) PLAN · LONG BEACH, CA · plan year 2023

Reported admin expense ratio · 2023
0.10%

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

Jvckenwood USA Corporation reported $67,126 in plan administrative expenses for 2023: 0.10% of average plan assets, below the peer median. Employer contributions averaged $3,133 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 0.17% to 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,363rd-largest of 9,483 plans among California employers on file, and the 619th of 4,246 in wholesale trade. In 2023, employees put in $3.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$67,426,988
Participants with balances358
Active participants146
Employer contributions$457,432
Employee contributions$1,425,509
Employer contribution per active participant$3,133
Average account balance$188,344
Benefits paid to participants$5,749,974
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$64.7M · 337 accts · $460K emplr
2023$67.4M · 358 accts · $457K emplr
2022$64.0M · 379 accts · $459K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$50,760
Investment management$16,091
Total administrative$67,126
The Jvckenwood USA Corporation 401(k) match · 2023
Employer contribution per active participant$3,133
Median for plans this size$3,659
2024$3,152 per active participant
2023$3,133 per active participant
2022$2,851 per active participant

Jvckenwood USA Corporation's 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRUDENTIAL RETIREMENT INSURANCE AND · Contract administrator · Recordkeeping$50,760
PENSIONMARK FINANCIAL GROUP LLC · Investment advisory (plan)$16,093

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

Recordkeeper by year2
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Jvckenwood USA Corporation before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$171,887 · 0.26%
2023$67,126 · 0.10%
2022$115,777 · 0.17%
Same employer
Similar plansWholesale Trade · California
Pioneer North America, Inc. CA$71.5M · 0.05%
Boardriders, Inc. CA$70.7M · 0.29%
Donaghy Sales, Inc. CA$66.8M · 0.04%
Multiquip Inc. CA$66.6M · 0.33%
Bakemark USA LLC CA$66.6M · 0.16%
Ready Pac Produce, Inc. CA$66.4M · 0.52%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 952948901 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.