Plan Ledger DOL Form 5500 · updated monthly

Bernard Osher Marin Jewish Community Center403(b)

OSHER MARIN JCC 403(B) PLAN · SAN RAFAEL, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Bernard Osher Marin Jewish Community Center reported $4,947 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $359 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.11% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (6,130th of 9,483), and 6,613th of 11,911 in health care & social assistance. In 2024, employees put in $2.31 for every $1.00 the employer contributed; active participation has grown from 94 to 359 since 2022.

Plan summary
Net assets, end of year$7,639,322
Participants with balances123
Active participants359
Employer contributions$128,988
Employee contributions$297,819
Employer contribution per active participant$359
Average account balance$62,108
Benefits paid to participants$230,182
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 123 accts · $129K emplr
2023$6.7M · 125 accts · $103K emplr
2022$5.7M · 131 accts · $146K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,947
Total administrative$4,947
Employer contributions to the Bernard Osher Marin Jewish Community Center plan · 2024
Employer contribution per active participant$359
Median for plans this size$1,313
2024$359 per active participant
2023$1,031 per active participant
2022$1,554 per active participant

Bernard Osher Marin Jewish Community Center's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
NEWPORT GROUP, INC. · Recordkeeping$4,947

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$4,947 · 0.07%
2023$18,589 · 0.30%
2022$6,754 · 0.11%
Similar plansHealth Care & Social Assistance · California
Rollinsnelson Grp, LLC CA$7.7M · 0.99%
Villa Esperanza Services CA$7.6M · 0.95%
Amigo Baby Inc CA$7.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680360243 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.