Plan Ledger DOL Form 5500 · updated monthly

Jvi Group, Inc.401(k)

JVI GROUP RETIREMENT PLAN · YORK SPRINGS, PA · plan year 2022

Reported admin expense ratio · 2022
0.00%

Jvi Group, Inc. reported $50 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Pennsylvania (3,460th of 3,651), and 4,998th of 5,337 in construction.

Plan summary
Net assets, end of year$1,396,815
Participants with balances47
Active participants138
Employer contributions—
Employee contributions$226,387
Employer contribution per active participant—
Average account balance$29,719
Benefits paid to participants$44,100
Plan auditUnmodified (clean) audit opinion
AuditorSMITH ELLIOTT KEARNS & COMPANY, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$50
Total administrative$50
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$50 · 0.00%
Same employer
Similar plansConstruction · Pennsylvania
Kay Builders, Inc. PA$1.6M · 0.09%
Secco, Inc. ESOP PA$1.5M · 0.33%
Zebby Sulecki, Inc. PA$1.4M · 1.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824060434 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.