Plan Ledger DOL Form 5500 · updated monthly

Donna Klein Jewish Academy, In401(k)

403(B) THRIFT PLAN OF DONNA KLEIN JEWISH ACADEMY, INC. · BOCA RATON, FL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Donna Klein Jewish Academy, In reported $14,562 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $268 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 rose from 0.01% to 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is the 1,776th-largest of 3,644 plans among Florida employers on file, and the 1,654th of 3,341 in other services. In 2024, employees put in $8.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,000,005
Participants with balances188
Active participants186
Employer contributions$49,897
Employee contributions$417,475
Employer contribution per active participant$268
Average account balance$53,192
Benefits paid to participants$1,503,092
Plan auditUnmodified (clean) audit opinion
AuditorVERDEJA & ALVAREZ, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 188 accts · $50K emplr
2023$9.7M · 161 accts · $37K emplr
2022$8.6M · 171 accts · $35K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,717
Investment management$3,750
Trustee / custodial$95
Total administrative$14,562
The Donna Klein Jewish Academy, In 401(k) match · 2024
Employer contribution per active participant$268
Median for plans this size$1,313
2024$268 per active participant
2023$198 per active participant
2022$204 per active participant

Donna Klein Jewish Academy, In'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 · 20242
SENTINEL BENEFITS GROUP, LLC · Recordkeeping · Pension consulting$9,493
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,224

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

Recordkeeper by year2
2024Mutual of America, Sentinel Group
2023Mutual of America

This plan has changed recordkeepers within these filings. If you left Donna Klein Jewish Academy, In before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$14,562 · 0.15%
2023$818 · 0.01%
2022$1,263 · 0.01%
Similar plansOther Services · Florida
Enterprise Florida, Inc. FL$10.8M · 0.03%
Aris Global, LLC FL$10.8M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 651129890 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.