Plan Ledger DOL Form 5500 · updated monthly

Jewish Family Service of Colorado, Inc.401(k)

JFS 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Jewish Family Service of Colorado, Inc. reported $14,575 in plan administrative expenses for 2024: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,318 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 0.20% to 0.17%. 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 Colorado (815th of 1,461), and the 5,888th of 11,911 in health care & social assistance. In 2024, employees put in $2.59 for every $1.00 the employer contributed; active participation has grown from 163 to 183 since 2022.

Plan summary
Net assets, end of year$9,443,426
Participants with balances253
Active participants183
Employer contributions$241,271
Employee contributions$623,962
Employer contribution per active participant$1,318
Average account balance$37,326
Benefits paid to participants$633,705
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 253 accts · $241K emplr
2023$7.8M · 228 accts · $274K emplr
2022$6.4M · 205 accts · $207K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,510
Investment management$13,065
Total administrative$14,575
The Jewish Family Service of Colorado, Inc. 401(k) match · 2024
Employer contribution per active participant$1,318
Median for plans this size$1,313
2024$1,318 per active participant
2023$1,531 per active participant
2022$1,273 per active participant

Jewish Family Service of Colorado, Inc.'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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$38,220
FIRST WESTERN TRUST BANK · Investment advisory (plan)$13,064

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$14,575 · 0.17%
2023$13,318 · 0.19%
2022$14,532 · 0.20%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Cedar Point Health LLC CO$9.4M · 0.48%
Denver Rescue Mission CO$8.7M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840402701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.