Jbear Enterprises 401(k) match, vesting and fees
What Jbear Enterprises' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Moore Colson & Company, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Jbear Enterprises: employer contribution per participant | $1,084 | |
| Peer median | $1,440 |
| Jbear Enterprises: average balance | $11,049 | |
| Peer median | $38,351 |
| Jbear Enterprises: admin expenses ÷ assets | 1.15% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $922K at the end of plan year 2024 to $2.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 205 | $2.1M | $207K | $1,084 | 1.15% | Not published | Form 5500 ↗ |
| 2024 | 180 | $922K | $189K | $1,189 | 1.23% | Not published | Form 5500 ↗ |
Common questions
Does Jbear Enterprises match 401(k) contributions?
The match terms for the Woolfson Eye Institute 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $207K in employer contributions, about $1,084 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jbear Enterprises 401(k) match vested?
The vesting schedule for the Woolfson Eye Institute 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jbear Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Transamerica Retirement Solutions. The plan administrator is Jbear Enterprises, LLC.
I left Jbear Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jbear Enterprises, LLC, (770) 804-1684) or the recordkeeper, Transamerica Retirement Solutions. The Jbear Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Jbear Enterprises 401(k)
Data from the public Form 5500 annual reports Jbear Enterprises filed with the U.S. Department of Labor (plan years 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Jbear Enterprises. Not financial advice. Report a correction · Methodology