Plan Ledger DOL Form 5500 · updated monthly

Jewish Family Service of San Diego401(k)

JEWISH FAMILY SERVICE OF SAN DIEGO FLEXIBLE CONTRIBUTION RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Jewish Family Service of San Diego reported $137,262 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,605 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 0.66% to 0.60%. 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 3,054th-largest of 9,483 plans among California employers on file, and the 3,119th of 11,911 in health care & social assistance. In 2024, employees put in $1.79 for every $1.00 the employer contributed; active participation has shrunk from 693 to 596 since 2022.

Plan summary
Net assets, end of year$25,454,542
Participants with balances917
Active participants596
Employer contributions$1,552,873
Employee contributions$2,786,791
Employer contribution per active participant$2,605
Average account balance$27,758
Benefits paid to participants$2,296,914
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.5M · 917 accts · $1.6M emplr
2023$20.7M · 815 accts · $1.4M emplr
2022$16.0M · 745 accts · $964K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,382
Investment management$47,380
Audit (IQPA)$10,500
Total administrative$137,262
The Jewish Family Service of San Diego 401(k) match · 2024
Employer contribution per active participant$2,605
Median for plans this size$2,416
2024$2,605 per active participant
2023$1,941 per active participant
2022$1,391 per active participant

Jewish Family Service of San Diego's 2024 employer contribution ran above 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$79,382
WELLS FARGO CLEARING SERVICES LLC · Investment advisory (plan)$47,380
AKT CPAS AND BUSINESS CONSULTANTS · Accounting / audit$10,500

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$137,262 · 0.60%
2023$113,330 · 0.62%
2022$96,963 · 0.66%
Same employer
Similar plansHealth Care & Social Assistance · California
Fred Finch Youth Center CA$26.1M · 0.80%
Ascend Clinical, LLC CA$25.9M · 0.10%
Vep Healthcare, Inc. CA$25.8M · 0.19%
Manos Home Care CA$25.3M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951644024 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.