Retirement plan

JADE 401(K) PROFIT SHARING PLAN

Name: JADE INTERNATIONAL, INC. - JADE 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: JADE INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JADE 401(K) PROFIT SHARING PLAN, JADE INTERNATIONAL, INC.

JADE INTERNATIONAL, INC.EIN 23-2482795Plan #001PY 2025

PO BOX 469, 102 DARBY COMMONS COURT - FOLCROFT, PA 19032610-521-9100jadeintl.comLinkedIn11-50 employeeslogistics and supply chain

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+26.6% from 2024

Total participants

+5.7% from 2024

Average account balance

$68,021

+12.9% from 2024

Annual return

19.39%

+1.33 pp from 2024

Benchmarks

See 2,365 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,365 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.52M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$68K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

148.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$260K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.39%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3560

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$132K

$5269 / participant

Other / not subdivided$132K100.0%

% of EOY assets

5.234%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$68,021

$78,520-13.4%

$96,576-29.6%

$82,448-17.5%

Participation rate

100.0%

77.7%+22.3pp

81.4%+18.6pp

68.1%+31.9pp

Annual return

19.39%

41.30%-21.9pp

38.47%-19.1pp

41.64%-22.2pp

Employer contribution / active EE

$4,544

$2,630+72.8%

$3,553+27.9%

$2,551+78.1%

Participant deferral / active EE

$5,867

$6,754-13.1%

$7,956-26.3%

$4,139+41.7%

Admin fee / account holder

$3,560

$13,455-73.5%

$11,381-68.7%

$7,234-50.8%

JADE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JADE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion