Plan Ledger DOL Form 5500 · updated monthly

The Jacmar Companies, LLC401(k)

THE JACMAR COMPANIES 401(K) SAVINGS PLAN · ALHAMBRA, CA · plan year 2023

Reported admin expense ratio · 2023
0.40%

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

The Jacmar Companies, LLC reported $17,077 in plan administrative expenses for 2023: 0.40% of average plan assets, below the peer median. Employer contributions averaged $1,043 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 2 years on file its reported administrative ratio fell from 0.74% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (7,232nd of 9,483), and the 963rd of 2,240 in accommodation & food services. In 2023, employees put in $4.76 for every $1.00 the employer contributed; active participation has shrunk from 100 to 87 since 2022.

Plan summary
Net assets, end of year$4,392,273
Participants with balances142
Active participants87
Employer contributions$90,750
Employee contributions$432,121
Employer contribution per active participant$1,043
Average account balance$30,932
Benefits paid to participants$865,990
Plan auditUnmodified (clean) audit opinion
AuditorWEISS ACCOUNTANCY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 93 accts · $102K emplr
2023$4.4M · 142 accts · $91K emplr
2022$4.1M · 149 accts · $114K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$16,235
Investment management$842
Total administrative$17,077
The The Jacmar Companies, LLC 401(k) match · 2023
Employer contribution per active participant$1,043
Median for plans this size$1,308
2024$3,527 per active participant
2023$1,043 per active participant
2022$1,142 per active participant

The Jacmar Companies, LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$16,235

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$17,495 · 0.46%
2023$17,077 · 0.40%
2022$41,683 · 0.74%
Same employer
Similar plansAccommodation & Food Services · California
Zume, Inc. CA$4.7M · 0.46%
Sbe Restaurant Group LLC CA$4.4M · 1.90%
Kura Sushi USA, Inc. CA$4.4M · 0.98%
Epicurean Group CA$4.3M · 0.50%
Elpx LLC CA$4.3M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952808722 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.