Jetro Cash & Carry Enterprises 401(k) match, vesting and fees
What Jetro Cash & Carry 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 | Jpmorgan Invest Holdings LLC | Schedule C ↗ |
| Independent auditor | Nussbaum Yates Berg Klein & Wolpow (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 348 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| Jetro Cash & Carry Enterprises: employer contribution per participant | $1,710 | |
| Peer median | $2,066 |
| Jetro Cash & Carry Enterprises: average balance | $87,945 | |
| Peer median | $77,876 |
| Jetro Cash & Carry Enterprises: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.14% |
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 $156M at the end of plan year 2021 to $164M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,066 | $164M | $3.2M | $1,710 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 3,967 | $147M | $3.1M | $1,652 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 3,838 | $130M | $3.2M | $1,636 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 3,293 | $156M | $3.2M | $1,564 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Jetro Cash & Carry Enterprises match 401(k) contributions?
The match terms for the Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $3.2M in employer contributions, about $1,710 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jetro Cash & Carry Enterprises 401(k) match vested?
The vesting schedule for the Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jetro Cash & Carry Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Jpmorgan Invest Holdings LLC. The plan administrator is Jetro Cash & Carry Enterprises, LLC.
I left Jetro Cash & Carry Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jetro Cash & Carry Enterprises, LLC, (718) 559-4222) or the recordkeeper, Jpmorgan Invest Holdings LLC. The Jetro Cash & Carry Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Jetro Cash & Carry Enterprises 401(k)
Data from the public Form 5500 annual reports Jetro Cash & Carry Enterprises filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Jetro Cash & Carry Enterprises. Not financial advice. Report a correction · Methodology