Plan Snapshot
- Plan Sponsor: Jack In The Box INC.
- Sponsor EIN: 952698708
- Sponsor Address: TAX DEPARTMENT, SAN DIEGO, CA, 92123
- Plan Type: DB
- Total Participants: 625
- Total Assets: $279.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 625 | $279.2M | $0 | $0 |
| 2023 | 659 | $297.2M | $0 | $0 |
| 2022 | 724 | $311.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | ACTUARIAL, CONSULTING | $379,669 | — | $379,669 |
| AON CONSULTING, INC | RECORDKEEPER | $153,563 | — | $153,563 |
| NORTHERN TRUST COMPANY | TRUSTEE | $148,400 | — | $148,400 |
| JP MORGAN INVESTMENT MANAGEMENT INC | INVESTMENT MGMT | $95,069 | — | $95,069 |
| BDO USA, P.C. | AUDITOR | $35,489 | — | $35,489 |
| BLACKROCK INSTITUTIONAL TRUST CO | INVESTMENT MGMT | $18,633 | — | $18,633 |
| STATE STREET GLOBAL ADVISORS TRUST | INVESTMENT MGMT | $18,130 | — | $18,130 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — ACTUARIAL, CONSULTING
- JP MORGAN INVESTMENT MANAGEMENT INC — INVESTMENT MGMT
- 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: $848,953
- Estimated Expense Ratio: 0.304% 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 | $1,563,741 | $113,199 | — | $35,489 | — |
| 2023 | $1,906,423 | $267,958 | — | $34,600 | — |
| 2022 | $1,938,365 | $401,017 | $146,774 | — | $49,408 |