Plan Ledger DOL Form 5500 · updated monthly

Harry and Rose Samson Family Jewish Community Center, Inc.DC plan

403(B) THRIFT PLAN OF HARRY AND ROSE SAMSON FAMILY JEWISH COMMUNITY CENTER, INC. · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Harry and Rose Samson Family Jewish Community Center, Inc. reported $2,615 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $193 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 0.04%. 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 among the smaller plans on file in Wisconsin (1,476th of 1,936), and 2,007th of 3,341 in other services. In 2024, employees put in $1.53 for every $1.00 the employer contributed; active participation has grown from 161 to 894 since 2022.

Plan summary
Net assets, end of year$7,081,321
Participants with balances243
Active participants894
Employer contributions$172,715
Employee contributions$263,619
Employer contribution per active participant$193
Average account balance$29,141
Benefits paid to participants$87,789
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 243 accts · $173K emplr
2023$6.0M · 244 accts · $133K emplr
2022$5.0M · 229 accts · $141K emplr
Employer contributions to the Harry and Rose Samson Family Jewish Community Center, Inc. plan · 2024
Employer contribution per active participant$193
Median for plans this size$1,313
2024$193 per active participant
2023$216 per active participant
2022$877 per active participant

Harry and Rose Samson Family Jewish Community Center, Inc.'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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,615

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
2023Mutual of America

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

Administrative cost history3
2024$2,615 · 0.04%
2023$2,660 · 0.05%
2022$690 · 0.01%
Similar plansOther Services · Wisconsin
Aspiro, Inc. WI$7.8M · 0.36%
Local 2138 U.S.W.A. WI$7.2M · 0.53%
Cerebral Palsy, Inc. WI$6.2M · 0.61%
Huebsch Laundry Company WI$6.2M · 0.94%
Bay Towel, Inc. WI$5.8M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390806234 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.