Plan Snapshot
- Plan Sponsor: Jack In The Box INC.
- Sponsor EIN: 952698708
- Sponsor Address: 9357 SPECTRUM CENTER BLVD, SAN DIEGO, CA, 92123
- Plan Type: 401(k)
- Total Participants: 6,180
- Total Assets: $145.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,180 | $145.0M | $3.4M | $6.9M |
| 2023 | 7,607 | $116.3M | $2.5M | $5.3M |
| 2022 | 3,260 | $99.2M | $2.2M | $4.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $128,286 | — | $128,286 |
| BDO USA P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- BDO USA P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $128,286
- Estimated Expense Ratio: 0.088% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $128,237 | $10,195 | — | — | — |
| 2023 | $137,164 | $6,952 | — | — | — |
| 2022 | $131,687 | — | — | — | — |