Plan Ledger DOL Form 5500 · updated monthly

Lawrence Family Jewish Community of San Diego County401(k)

403(B) THRIFT PLAN OF LAWRENCE FAMILY JEWISH COMMUNITY CENTER OF SAN DIEGO COUNTY · LA JOLLA, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Lawrence Family Jewish Community of San Diego County reported $1,796 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $461 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 0.018% to 0.023%. 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 (5,928th of 9,483), and 6,310th of 11,911 in health care & social assistance. In 2024, employees put in $3.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,336,145
Participants with balances188
Active participants237
Employer contributions$109,342
Employee contributions$332,265
Employer contribution per active participant$461
Average account balance$44,341
Benefits paid to participants$1,328,908
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 188 accts · $109K emplr
2023$7.5M · 191 accts · $91K emplr
2022$6.4M · 217 accts · $83K emplr
The Lawrence Family Jewish Community of San Diego County 401(k) match · 2024
Employer contribution per active participant$461
Median for plans this size$1,313
2024$461 per active participant
2023$396 per active participant
2022$373 per active participant

Lawrence Family Jewish Community of San Diego County's 2024 employer contribution ran below the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,397

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$1,796 · 0.02%
2023$974 · 0.01%
2022$1,287 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · California
Parker Stanbury LLP CA$8.4M · 0.47%
Intercare Therapy, Inc. CA$8.4M · 0.89%
Intercare Therapy, Inc. CA$8.4M · 0.89%
Orchard Hospital CA$8.3M · 0.79%
Brightline Inc. CA$8.3M · 1.10%
The Cedars of Marin CA$8.2M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951985444 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.