# Jewish Community Federation Of San Francisco, The Peninsula, Marin And 403(b) Plan
Source: https://planprovider.pro/companies/jewish-community-federation-of-san-francisco-the-peninsula-marin-and-plan

> Jewish Community Federation Of San Francisco, The Peninsula, Marin And's 403(b) plan: 102 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jewish Community Federation Of San Francisco, The Peninsula, Marin And

- **Sponsor EIN:** 941156533

- **Sponsor Address:** 121 STEUART STREET, SAN FRANCISCO, CA, 94105

- **Plan Type:** 403(b)

- **Total Participants:** 102

- **Total Assets:** $15.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|102|$15.7M|$311,706|$916,498|

| 2023|90|$13.2M|$345,807|$781,547|

| 2022|91|$11.2M|$291,529|$823,197|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ARMANINO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$74,895|$14,321|—|—|—|

| 2023|$60,374|$11,488|—|—|—|

| 2022|$65,200|$12,091|$53,109|—|—|

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