Plan Ledger DOL Form 5500 · updated monthly

Jewish Home Family, Inc.401(k)

JEWISH HOME FAMILY 401(K) PLAN · ROCKLEIGH, NJ · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Jewish Home Family, Inc. reported $78,682 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $400 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 rose from 0.20% to 0.42%. 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 1,085th-largest of 2,419 plans among New Jersey employers on file, and the 3,725th of 11,911 in health care & social assistance. In 2024, employees put in $10.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,756,488
Participants with balances414
Active participants371
Employer contributions$148,264
Employee contributions$1,552,239
Employer contribution per active participant$400
Average account balance$47,721
Benefits paid to participants$1,433,425
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.8M · 414 accts · $148K emplr
2023$17.8M · 424 accts · $115K emplr
2022$15.4M · 653 accts · $81K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,253
Investment management$6,679
Audit (IQPA)$15,750
Total administrative$78,682
The Jewish Home Family, Inc. 401(k) match · 2024
Employer contribution per active participant$400
Median for plans this size$2,416
2024$400 per active participant
2023$309 per active participant
2022$216 per active participant

Jewish Home Family, 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
BAKER TILLY US LLP · Accounting / audit$15,750
EMPOWER ADVISORY GROUP, LLC · Investment management$6,679

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$78,682 · 0.42%
2023$72,335 · 0.44%
2022$35,160 · 0.20%
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
Caring, Inc. NJ$19.2M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 260493240 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.