Plan Ledger DOL Form 5500 · updated monthly

Jewish Vocational and Career Counseling Services403(b)

JEWISH VOCATIONAL SERVICES 403(B) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.82%

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

Jewish Vocational and Career Counseling Services reported $57,618 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. Employer contributions averaged $4,863 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 1 year on file its reported administrative ratio rose from 0.55% to 0.82%. 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 (6,161st of 9,483), and 6,634th of 11,911 in health care & social assistance. In 2024, employees put in $1.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,565,682
Participants with balances121
Active participants72
Employer contributions$350,165
Employee contributions$449,001
Employer contribution per active participant$4,863
Average account balance$62,526
Benefits paid to participants$600,969
Plan auditUnmodified (clean) audit opinion
AuditorJOHANSON & YAU ACCOUNTANCY CORPORAT
Plan history2
Yearassets · accounts · employer contribution
2024$7.6M · 121 accts · $350K emplr
2023$6.4M · 132 accts · $368K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,642
Investment management$14,726
Audit (IQPA)$15,250
Total administrative$57,618
Employer contributions to the Jewish Vocational and Career Counseling Services plan · 2024
Employer contribution per active participant$4,863
Median for plans this size$1,313
2024$4,863 per active participant
2023$4,599 per active participant

Jewish Vocational and Career Counseling Services'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 · 20244
PRIMARK BENEFITS · Contract administrator · Recordkeeping$22,435
JOHANSON & YAU · Accounting / audit$15,250
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$14,726
CHARLES SCHWAB TRUST BANK · Trustee$5,207

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

Recordkeeper by year2
2024PRIMARK BENEFITS
2023PRIMARK BENEFITS

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

Administrative cost history2
2024$57,618 · 0.82%
2023$31,076 · 0.55%
Similar plansHealth Care & Social Assistance · California
Villa Esperanza Services CA$7.6M · 0.95%
Amigo Baby Inc CA$7.6M · 0.03%
Solheim Lutheran Home CA$7.5M · 0.84%
Dhillon Healthcare Group CA$7.5M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942213100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.