Plan Ledger DOL Form 5500 · updated monthly

Jewish Family Service401(k)

JEWISH FAMILY SERVICE 401(K) RETIREMENT PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Jewish Family Service reported $4,740 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,970 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 0.04% to 0.05%. 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 Washington (1,081st of 1,714), and the 5,746th of 11,911 in health care & social assistance. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,866,327
Participants with balances188
Active participants107
Employer contributions$424,796
Employee contributions$614,553
Employer contribution per active participant$3,970
Average account balance$52,480
Benefits paid to participants$435,180
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 188 accts · $425K emplr
2023$8.1M · 183 accts · $403K emplr
2022$6.2M · 201 accts · $383K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,001
Trustee / custodial$2,739
Total administrative$4,740
The Jewish Family Service 401(k) match · 2024
Employer contribution per active participant$3,970
Median for plans this size$1,313
2024$3,970 per active participant
2023$3,697 per active participant
2022$3,389 per active participant

Jewish Family Service's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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
USI CONSULTING GROUP · Recordkeeping · Loan processing$2,001
CHARLES SCHWAB BANK/TRUST COMPANY · Custodial · Custodial (securities)$2,739
CHARLES SCHWAB & CO., INC. · Custodial · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024USI Consulting
2023USI Consulting

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

Administrative cost history3
2024$4,740 · 0.05%
2023$6,238 · 0.09%
2022$2,793 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Ideal Option PLLC WA$10.4M · 0.58%
Panorama WA$10.0M · 0.68%
Sunrise Services, Inc. WA$9.3M · 0.79%
Aesthetic Physicians P.C. WA$9.2M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910565537 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.