Plan Ledger DOL Form 5500 · updated monthly

Jewish Community Federation of San Francisco, the Peninsula, Marin And403(b)

JEWISH COMMUNITY FEDERATION 403(B) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Jewish Community Federation of San Francisco, the Peninsula, Marin And reported $74,895 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,056 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 3 years on file its reported administrative ratio has held roughly steady near 0.518%. 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 4,281st-largest of 9,483 plans among California employers on file, and the 1,255th of 3,341 in other services. In 2024, employees put in $2.94 for every $1.00 the employer contributed; active participation has grown from 91 to 102 since 2022.

Plan summary
Net assets, end of year$15,694,950
Participants with balances168
Active participants102
Employer contributions$311,706
Employee contributions$916,498
Employer contribution per active participant$3,056
Average account balance$93,422
Benefits paid to participants$792,205
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 168 accts · $312K emplr
2023$13.2M · 158 accts · $346K emplr
2022$11.2M · 165 accts · $292K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,875
Investment management$14,321
Trustee / custodial$5,699
Total administrative$74,895
The Jewish Community Federation of San Francisco, the Peninsula, Marin And 401(k) match · 2024
Employer contribution per active participant$3,056
Median for plans this size$2,416
2024$3,056 per active participant
2023$3,842 per active participant
2022$3,204 per active participant

Jewish Community Federation of San Francisco, the Peninsula, Marin And'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 · 20243
PRIMARK BENEFITS · Contract administrator · Recordkeeping$54,875
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$14,321
CHARLES SCHWAB · Trustee (directed)$5,699

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

Recordkeeper by year2
2024PRIMARK BENEFITS
2023PRIMARK BENEFITS

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

Administrative cost history3
2024$74,895 · 0.52%
2023$60,374 · 0.50%
2022$65,200 · 0.52%
Same employer
Similar plansOther Services · California
Happy Money, Inc. CA$17.0M · 0.61%
Room to Read CA$15.9M · 0.03%
California Society of Cpas CA$15.5M · 0.38%
Balt USA, LLC CA$15.5M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941156533 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.