Plan Ledger DOL Form 5500 · updated monthly

Jewish Federation Council of Greater Los AngelesDC plan

BASIC PENSION PLAN FOR EMPLOYEES OF JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Jewish Federation Council of Greater Los Angeles reported $939,365 in plan administrative expenses for 2024: 0.71% of average plan assets, higher than ~90% of peers. Employer contributions averaged $56,180 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 0.78% to 0.71%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 771st-largest of 9,483 plans among California employers on file, and the 136th of 3,341 in other services. In 2024, the employer put in $362.58 for every $1.00 employees contributed themselves; active participation has shrunk from 109 to 89 since 2022.

Plan summary
Net assets, end of year$136,296,496
Participants with balances70
Active participants89
Employer contributions$5,000,000
Employee contributions$13,790
Employer contribution per active participant$56,180
Average account balance$1,947,093
Benefits paid to participants$12,727,679
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$136.3M · 70 accts · $5.0M emplr
2023$129.6M · 81 accts · $5.0M emplr
2022$122.0M · 85 accts · $5.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$175,000
Investment management$225,000
Audit (IQPA)$28,000
Trustee / custodial$100,810
Total administrative$939,365
Employer contributions to the Jewish Federation Council of Greater Los Angeles plan · 2024
Employer contribution per active participant$56,180
Median for plans this size$3,635
2024$56,180 per active participant
2023$52,083 per active participant
2022$45,872 per active participant

Jewish Federation Council of Greater Los Angeles's 2024 employer contribution ran above the $3,635 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 · 20247
EVOKE ADVISORS · Investment advisory (plan)$225,000
HORIZON ACTUARIAL SERVICES, LLC · Actuarial · Pension consulting$182,135
U.S. BANK NA · Trustee$100,810
MITCHELL SILBERBERG & KNUPP LLP · Legal$30,755
MILLER KAPLAN ARASE LLP · Accounting / audit$28,000
ARTHUR J GALLAGHER INS. BROKERS · Insurance services$18,910

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$939,365 · 0.71%
2023$783,994 · 0.62%
2022$1,038,621 · 0.78%
All plans at this employer2
BASIC PENSION PLAN FOR EMPLOYEES OF JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELESDefined-contribution plan
JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES DEFINED CONTRIBUTION PLANMoney purchase plan
Same employer
Similar plansOther Services · California
Coolsys, Inc. CA$219.3M · 0.18%
Pacific Clinics CA$126.5M · 0.17%
Prudential Overall Supply CA$125.2M · 0.21%
Stamps.com Inc CA$117.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951643388 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.