Plan Ledger DOL Form 5500 · updated monthly

Jewish Family and Children's Services403(b)

JEWISH FAMILY AND CHILDREN'S SERVICES 403(B) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Jewish Family and Children's Services reported $115,068 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $2,334 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 0.39% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,384th-largest of 9,483 plans among California employers on file, and the 2,469th of 11,911 in health care & social assistance. In 2024, employees put in $1.21 for every $1.00 the employer contributed; active participation has grown from 496 to 677 since 2022.

Plan summary
Net assets, end of year$34,902,106
Participants with balances472
Active participants677
Employer contributions$1,580,441
Employee contributions$1,918,977
Employer contribution per active participant$2,334
Average account balance$73,945
Benefits paid to participants$2,495,079
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.9M · 472 accts · $1.6M emplr
2023$29.9M · 324 accts · $1.1M emplr
2022$24.7M · 300 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,566
Investment management$30,693
Trustee / custodial$13,809
Total administrative$115,068
Employer contributions to the Jewish Family and Children's Services plan · 2024
Employer contribution per active participant$2,334
Median for plans this size$2,416
2024$2,334 per active participant
2023$2,191 per active participant
2022$2,133 per active participant

Jewish Family and Children's Services's 2024 employer contribution ran below 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 · Accounting / audit · Plan administrator$70,566
GLOBAL RETIREMENT PARTNERS$30,693
CHARLES SCHWAB · Custodial · Trustee (directed)$13,809

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$115,068 · 0.35%
2023$92,254 · 0.34%
2022$103,987 · 0.39%
Same employer
Similar plansHealth Care & Social Assistance · California
Sante Health Systems, Inc. CA$35.4M · 0.10%
By the Bay Health CA$34.2M · 0.05%
Wu Yee Children's Services CA$33.8M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941156528 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.