Plan Ledger DOL Form 5500 · updated monthly

Rc Jenson Inc dba Jenson USA401(k)

RC JENSON INC 401(K) PROFIT SHARING PLAN AND TRUST · RIVERSIDE, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Rc Jenson Inc dba Jenson USA reported $17,631 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,677 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 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (6,330th of 9,483), and 3,359th of 4,246 in wholesale trade. In 2024, employees put in $1.77 for every $1.00 the employer contributed; active participation has grown from 87 to 114 since 2022.

Plan summary
Net assets, end of year$7,005,547
Participants with balances123
Active participants114
Employer contributions$191,181
Employee contributions$339,261
Employer contribution per active participant$1,677
Average account balance$56,956
Benefits paid to participants$125,563
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 123 accts · $191K emplr
2023$5.8M · 121 accts · $103K emplr
2022$4.7M · 122 accts · $191K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,631
Total administrative$17,631
The Rc Jenson Inc dba Jenson USA 401(k) match · 2024
Employer contribution per active participant$1,677
Median for plans this size$1,313
2024$1,677 per active participant
2023$1,174 per active participant
2022$2,200 per active participant

Rc Jenson Inc dba Jenson USA's 2024 employer contribution ran above the $1,313 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 · 20241
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$168

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024$17,631 · 0.28%
2023$14,753 · 0.28%
2022$14,751 · 0.29%
Same employer
Similar plansWholesale Trade · California
Dave Wilson Nursery CA$7.2M · 0.54%
Quetico, LLC CA$7.1M · 0.57%
Aurora World, Inc. CA$7.1M · 0.00%
Nexus Brands Group, Inc. CA$7.1M · 0.10%
J.D. Rush Company, Inc. CA$6.9M · 0.04%
Dion & Sons, Inc. CA$6.9M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330792981 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.