Plan Ledger DOL Form 5500 · updated monthly

Jewish Community of Louisville, Inc.DC plan

403(B) THRIFT PLAN OF JEWISH COMMUNITY OF LOUISVILLE, INC. · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Jewish Community of Louisville, Inc. reported $1,162 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $699 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 0.02% to 0.03%. 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 Kentucky (687th of 871), and 8,655th of 11,911 in health care & social assistance. In 2024, the employer put in $1.21 for every $1.00 employees contributed themselves; active participation has grown from 125 to 335 since 2022.

Plan summary
Net assets, end of year$3,845,256
Participants with balances193
Active participants335
Employer contributions$234,029
Employee contributions$193,205
Employer contribution per active participant$699
Average account balance$19,924
Benefits paid to participants$668,333
Plan auditUnmodified (clean) audit opinion
AuditorWELEKEN CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$3.8M · 193 accts · $234K emplr
2023$3.7M · 175 accts · $197K emplr
2022$3.5M · 166 accts · $164K emplr
Employer contributions to the Jewish Community of Louisville, Inc. plan · 2024
Employer contribution per active participant$699
Median for plans this size$1,313
2024$699 per active participant
2023$556 per active participant
2022$1,310 per active participant

Jewish Community of Louisville, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,162

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$1,162 · 0.03%
2023$451 · 0.01%
2022$606 · 0.02%
Similar plansHealth Care & Social Assistance · Kentucky
Breckinridge Health, Inc. KY$4.7M · 1.00%
Kenney Ortho Group, Inc. KY$4.6M · 0.09%
Laurel Housing, Inc. KY$3.4M · 0.02%
Uspiritus Inc. KY$3.3M · 1.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610444765 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.