Plan Ledger DOL Form 5500 · updated monthly

Jewish Family and Community Services401(k)

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JEWISH FAMILY AND COMMUNITY SERVICES · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Jewish Family and Community Services reported $1,457 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,545 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 0.02%. 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 Pennsylvania (2,614th of 3,651), and 6,748th of 11,911 in health care & social assistance. In 2024, employees put in $1.51 for every $1.00 the employer contributed; active participation has grown from 125 to 145 since 2022.

Plan summary
Net assets, end of year$7,262,491
Participants with balances162
Active participants145
Employer contributions$224,071
Employee contributions$339,458
Employer contribution per active participant$1,545
Average account balance$44,830
Benefits paid to participants$135,511
Plan auditUnmodified (clean) audit opinion
AuditorGROSSMAN YANAK & FORD LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 162 accts · $224K emplr
2023$6.0M · 154 accts · $189K emplr
2022$5.0M · 139 accts · $151K emplr
The Jewish Family and Community Services 401(k) match · 2024
Employer contribution per active participant$1,545
Median for plans this size$1,313
2024$1,545 per active participant
2023$1,343 per active participant
2022$1,209 per active participant

Jewish Family and Community Services's 2024 employer contribution ran above 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$1,917

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$1,457 · 0.02%
2023$1,136 · 0.02%
2022$664 · 0.01%
Similar plansHealth Care & Social Assistance · Pennsylvania
Community Guidance Center PA$7.1M · 0.41%
Ifc Services, Inc. PA$7.1M · 0.15%
Dollar Energy Fund, Inc. PA$7.1M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250965407 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.