Plan Snapshot
- Plan Sponsor: Jewish Family And Children'S Service Of Minneapolis
- Sponsor EIN: 410693860
- Sponsor Address: 5905 GOLDEN VALLEY RD, GOLDEN VALLEY, MN, 554224463
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 129 | $7.1M | $216,416 | $390,175 |
| 2023 | 124 | $6.6M | $193,485 | $386,166 |
| 2022 | 103 | $6.2M | $182,368 | $407,623 |
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 |
|---|---|---|---|---|
| REDPATH AND COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDPATH AND COMPANY, LLC — 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 | $1,755 | — | — | — | — |
| 2023 | $676 | — | — | — | — |
| 2022 | $1,294 | — | — | — | — |