# Jewish Family Service Of Los Angeles 401(k) Plan
Source: https://planprovider.pro/companies/jewish-family-service-of-los-angeles-plan-001

> Jewish Family Service Of Los Angeles's 401(k) plan: 169 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GREEN HASSON & JANKS LLP](https://planprovider.pro/provider/green-hasson-and-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|—|—|—|—|

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