# Jack In The Box INC. DB Plan
Source: https://planprovider.pro/companies/jack-in-the-box-inc-plan-001

> Jack In The Box INC.&#39;s DB plan: 625 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — ACTUARIAL, CONSULTING

- [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT MGMT

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jack-in-the-box-inc-plan-001)

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