Plan Snapshot
- Plan Sponsor: Jewish Family Service Of Los Angeles
- Sponsor EIN: 951691013
- Sponsor Address: 330 NORTH FAIRFAX AVENUE, LOS ANGELES, CA, 90036
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $10.0M
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 | 169 | $10.0M | $598,187 | $510,008 |
| 2023 | 185 | $9.6M | $567,998 | $615,097 |
| 2022 | 185 | $8.4M | $506,705 | $530,477 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $42,431 | — | $42,431 |
| ZEPHYR INVESTMENT MANAGEMENT | ADVISOR | $26,436 | — | $26,436 |
| GREEN HASSON & JANKS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GREEN HASSON & JANKS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,867
- Estimated Expense Ratio: 0.688% of plan assets
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 | $68,867 | $26,436 | — | — | — |
| 2023 | $90,207 | $35,821 | — | — | — |
| 2022 | $74,724 | — | — | — | — |