Plan Ledger DOL Form 5500 · updated monthly

Team Jck, LLC401(k)

JCK/KB RESTAURANTS 401(K) PLAN · EUGENE, OR · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Team Jck, LLC reported $66,031 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $497 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 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Oregon (582nd of 1,021), and the 599th of 2,240 in accommodation & food services. In 2024, employees put in $1.68 for every $1.00 the employer contributed; active participation has grown from 585 to 809 since 2022.

Plan summary
Net assets, end of year$9,249,130
Participants with balances140
Active participants809
Employer contributions$402,252
Employee contributions$676,884
Employer contribution per active participant$497
Average account balance$66,065
Benefits paid to participants$1,093,203
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 140 accts · $402K emplr
2023$8.2M · 124 accts · $315K emplr
2022$6.3M · 118 accts · $390K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,027
Investment management$40,622
Total administrative$66,031
The Team Jck, LLC 401(k) match · 2024
Employer contribution per active participant$497
Median for plans this size$1,313
2024$497 per active participant
2023$432 per active participant
2022$667 per active participant

Team Jck, LLC's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIRST PACIFIC FINANCIAL INC. · Investment advisory (plan)$36,390
PENSION PLAN SPECIALISTS, PC · Accounting / audit · Pension consulting$9,137

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$66,031 · 0.76%
2023$50,179 · 0.69%
2022$47,378 · 0.75%
Same employer
Similar plansAccommodation & Food Services · Oregon
Osf International, Inc. OR$20.7M · 0.63%
Baney Corporation OR$18.6M · 0.55%
R.L.K. and Company OR$13.8M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852367591 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.