Plan Ledger DOL Form 5500 · updated monthly

Jewish Community Center of San Francisco403(b)

JCCSF 403(B) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Jewish Community Center of San Francisco reported $72,232 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $4,020 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 0.34% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,979th-largest of 9,483 plans among California employers on file, and the 828th of 3,341 in other services. In 2024, employees put in $1.25 for every $1.00 the employer contributed; active participation has grown from 182 to 205 since 2022.

Plan summary
Net assets, end of year$26,301,128
Participants with balances404
Active participants205
Employer contributions$824,159
Employee contributions$1,027,718
Employer contribution per active participant$4,020
Average account balance$65,102
Benefits paid to participants$1,763,360
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.3M · 404 accts · $824K emplr
2023$23.3M · 401 accts · $755K emplr
2022$19.5M · 390 accts · $647K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,232
Total administrative$72,232
Employer contributions to the Jewish Community Center of San Francisco plan · 2024
Employer contribution per active participant$4,020
Median for plans this size$2,416
2024$4,020 per active participant
2023$3,871 per active participant
2022$3,557 per active participant

Jewish Community Center of San Francisco's 2024 employer contribution ran above the $2,416 median for plans its size. 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$72,232
CHARLES SCHWAB · Custodial (securities)$8,315

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$72,232 · 0.29%
2023$91,293 · 0.43%
2022$72,956 · 0.34%
Same employer
Similar plansOther Services · California
Links Healthcare Group LLC CA$27.3M · 0.80%
Simco Electronics CA$26.8M · 0.51%
San Francisco Spca CA$26.4M · 0.38%
Seiu Local 1021 CA$25.4M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 943227260 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.