Plan Ledger DOL Form 5500 · updated monthly

Jvs Socal401(k)

JVS SOCAL 401(K) PLAN · LOS ANGELES, CA · plan year 2022

Reported admin expense ratio · 2022
1.32%

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

Jvs Socal reported $17,315 in plan administrative expenses for 2022: 1.32% of average plan assets, higher than ~90% of peers. Employer contributions averaged $232 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other public administration employers. By assets it is among the smaller plans on file in California (8,752nd of 9,483), and 87th of 90 in public administration. In 2022, employees put in $3.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,137,244
Participants with balances60
Active participants189
Employer contributions$43,755
Employee contributions$134,959
Employer contribution per active participant$232
Average account balance$18,954
Benefits paid to participants$332,338
Plan auditUnmodified (clean) audit opinion
AuditorMETZ & ASSOCIATES, PLLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$17,315
Total administrative$17,315
The Jvs Socal 401(k) match · 2022
Employer contribution per active participant$232
Median for plans this size$1,114

Jvs Socal's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$17,315 · 1.32%
Same employer
Similar plansPublic Administration · California
Redding Rancheria CA$25.6M · 0.06%
Sauk Business Enterprises OK$1.3M · 1.16%
Catawba Indian Nation SC$1.3M · 1.88%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 951691012 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.