Plan Ledger DOL Form 5500 · updated monthly

San Diego Jewish Academy401(k)

SAN DIEGO JEWISH ACADEMY 401(K) SAVINGS PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

San Diego Jewish Academy reported $64,992 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $2,489 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 0.41% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 4,279th-largest of 9,483 plans among California employers on file, and 1,776th of 3,091 in educational services. In 2024, employees put in $2.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,704,086
Participants with balances216
Active participants160
Employer contributions$398,304
Employee contributions$908,246
Employer contribution per active participant$2,489
Average account balance$72,704
Benefits paid to participants$1,050,016
Plan auditDisclaimer of opinion
AuditorWEST RHODE & ROBERTS
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 216 accts · $398K emplr
2023$13.3M · 220 accts · $437K emplr
2022$10.9M · 216 accts · $389K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,992
Total administrative$64,992
The San Diego Jewish Academy 401(k) match · 2024
Employer contribution per active participant$2,489
Median for plans this size$2,416
2024$2,489 per active participant
2023$2,541 per active participant
2022$2,223 per active participant

San Diego Jewish Academy's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$64,992
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect comp

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$64,992 · 0.45%
2023$67,908 · 0.56%
2022$47,339 · 0.41%
Same employer
Similar plansEducational Services · California
Moreau Catholic High School CA$16.4M · 0.22%
Santa Fe Christian Schools CA$16.3M · 0.58%
Notre Dame High School CA$15.5M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953287745 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.