Plan Ledger DOL Form 5500 · updated monthly

Marcovici Holdings, Inc. - dba Jack's Restaurant401(k)

MARCOVICI HOLDINGS, INC. - DBA JACK'S RESTAURANT 401(K) PLAN · PLEASANT HILL, CA · plan year 2022

Reported admin expense ratio · 2022
1.12%

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

Marcovici Holdings, Inc. - dba Jack's Restaurant reported $1,371 in plan administrative expenses for 2022: 1.12% of average plan assets, above the peer median. Employer contributions averaged $88 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (9,326th of 9,483), and 2,119th of 2,240 in accommodation & food services. In 2022, employees put in $4.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$121,877
Participants with balances12
Active participants254
Employer contributions$22,348
Employee contributions$101,910
Employer contribution per active participant$88
Average account balance$10,156
Benefits paid to participants$4,547
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$375
Investment management$498
Professional / advisory$498
Total administrative$1,371
The Marcovici Holdings, Inc. - dba Jack's Restaurant 401(k) match · 2022
Employer contribution per active participant$88
Median for plans this size$331

Marcovici Holdings, Inc. - dba Jack's Restaurant's 2022 employer contribution ran below the $331 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$1,371 · 1.12%
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Source: U.S. Department of Labor, Form 5500 series, EIN 462381905 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.