Plan Ledger DOL Form 5500 · updated monthly

Lee Jennings Target Express, Inc.401(k)

LEE JENNINGS TARGET EXPRESS, INC. 401(K) PROFIT SHARING PLAN · POMONA, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Lee Jennings Target Express, Inc. reported $26,204 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $3,500 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 3 years on file its reported administrative ratio has held roughly steady near 0.157%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 4,068th-largest of 9,483 plans among California employers on file, and the 835th of 2,677 in transportation & warehousing. In 2024, the employer put in $1.18 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$16,959,304
Participants with balances130
Active participants100
Employer contributions$350,000
Employee contributions$296,873
Employer contribution per active participant$3,500
Average account balance$130,456
Benefits paid to participants$723,648
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.0M · 130 accts · $350K emplr
2023$16.5M · 126 accts · $500K emplr
2022$14.1M · 120 accts · $500K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,204
Total administrative$26,204
The Lee Jennings Target Express, Inc. 401(k) match · 2024
Employer contribution per active participant$3,500
Median for plans this size$2,416
2024$3,500 per active participant
2023$5,155 per active participant
2022$5,376 per active participant

Lee Jennings Target Express, 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 · 20244
RMI INSURANCE SERVICES INC. · Consulting$47,338
EMPOWER ADVISORY GROUP, LLC · Investment management$20,727
NATIONAL PENSION SERVICES CORP. · Contract administrator$1,385

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$26,204 · 0.16%
2023$22,973 · 0.15%
2022$22,213 · 0.16%
Same employer
Similar plansTransportation & Warehousing · California
Nor-Cal Moving Services CA$17.8M · 0.24%
Chipman Corporation CA$17.8M · 0.04%
Osterkamp Trucking Inc. CA$17.0M · 0.61%
Air New Zealand LTD CA$17.0M · 0.29%
Hrd Aero Systems, Inc. CA$16.3M · 0.44%
Ancon Marine, Inc. CA$15.9M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330170655 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.