Plan Ledger DOL Form 5500 · updated monthly

Jewish Federation of South Palm Beach County, Inc.401(k)

JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN · BOCA RATON, FL · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Jewish Federation of South Palm Beach County, Inc. reported $86,812 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $549 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 0.38% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 920th-largest of 3,644 plans among Florida employers on file, and the 840th of 3,341 in other services. In 2024, employees put in $3.32 for every $1.00 the employer contributed; active participation has grown from 806 to 892 since 2022.

Plan summary
Net assets, end of year$25,823,744
Participants with balances510
Active participants892
Employer contributions$489,785
Employee contributions$1,625,431
Employer contribution per active participant$549
Average account balance$50,635
Benefits paid to participants$2,121,045
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.8M · 510 accts · $490K emplr
2023$22.4M · 501 accts · $467K emplr
2022$18.7M · 500 accts · $348K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,140
Investment management$17,500
Trustee / custodial$10,889
Total administrative$86,812
The Jewish Federation of South Palm Beach County, Inc. 401(k) match · 2024
Employer contribution per active participant$549
Median for plans this size$2,416
2024$549 per active participant
2023$518 per active participant
2022$431 per active participant

Jewish Federation of South Palm Beach County, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
SENTINEL BENEFITS GROUP, LLC · Recordkeeping$57,140
PERIGON WEALTH MANAGEMENT, LLC · Investment advisory (plan)$17,500
FIDELITY PERSONAL TRUST COMPANY · Custodial (securities)$12,172

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

Recordkeeper by year2
2024Sentinel Group
2023Sentinel Group

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

Administrative cost history3
2024$86,812 · 0.36%
2023$80,200 · 0.39%
2022$78,811 · 0.38%
Similar plansOther Services · Florida
Benihana National Corp. FL$26.8M · 1.47%
Softserve, Inc. FL$25.9M · 0.41%
Sma Healthcare, Inc. FL$25.6M · 0.29%
Reimagined Parking, Inc FL$24.6M · 0.29%
American Welding Society FL$24.6M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591945109 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.