Plan Ledger DOL Form 5500 · updated monthly

Jewish Family Service of Los Angeles401(k)

JEWISH FAMILY SERVICE OF LOS ANGELES 401 (K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Jewish Family Service of Los Angeles reported $68,867 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $3,540 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 0.85% to 0.70%. 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 California (5,452nd of 9,483), and the 5,696th of 11,911 in health care & social assistance. In 2024, the employer put in $1.17 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$10,007,574
Participants with balances255
Active participants169
Employer contributions$598,187
Employee contributions$510,008
Employer contribution per active participant$3,540
Average account balance$39,245
Benefits paid to participants$1,744,267
Plan auditUnmodified (clean) audit opinion
AuditorGREEN HASSON & JANKS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 255 accts · $598K emplr
2023$9.6M · 248 accts · $568K emplr
2022$8.4M · 245 accts · $507K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,431
Investment management$26,436
Total administrative$68,867
The Jewish Family Service of Los Angeles 401(k) match · 2024
Employer contribution per active participant$3,540
Median for plans this size$1,313
2024$3,540 per active participant
2023$3,070 per active participant
2022$2,739 per active participant

Jewish Family Service of Los Angeles'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$42,431
ZEPHYR INVESTMENT MANAGEMENT · Investment advisory (plan)$26,436

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

Administrative cost history3
2024$68,867 · 0.70%
2023$90,207 · 1.00%
2022$74,724 · 0.85%
Same employer
Similar plansHealth Care & Social Assistance · California
Koinonia Foster Homes Inc. CA$10.1M · 0.27%
Bolsa Medical Group CA$10.1M · 0.08%
Creative Alternatives, Inc. CA$10.0M · 0.58%
Baywood Court CA$10.0M · 0.66%
Peach Tree Healthcare CA$10.0M · 0.61%
The Arc of San Diego CA$9.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951691013 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.