Plan Snapshot
- Plan Sponsor: Jewish Federation Council Of Greater Los Angeles
- Sponsor EIN: 951643388
- Sponsor Address: 6505 WILSHIRE BLVD STE 1150, LOS ANGELES, CA, 90048
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $136.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 89 | $136.3M | $5.0M | $13,790 |
| 2023 | 96 | $129.6M | $5.0M | $23,270 |
| 2022 | 109 | $122.0M | $5.0M | $28,760 |
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 |
|---|---|---|---|---|
| EVOKE ADVISORS | Other Service Provider | $225,000 | — | $225,000 |
| HORIZON ACTUARIAL SERVICES, LLC | Other Service Provider | $182,135 | — | $182,135 |
| EMPOWER ANNUITY INS. CO. OF AMERICA | Other Service Provider | $175,000 | — | $175,000 |
| U.S. BANK NA | Recordkeeper | $100,810 | — | $100,810 |
| MITCHELL SILBERBERG & KNUPP LLP | ERISA Attorney | $30,755 | — | $30,755 |
| MILLER KAPLAN ARASE LLP | Auditor | $28,000 | — | $28,000 |
| ARTHUR J GALLAGHER INS. BROKERS | Investment Advisor | $18,910 | — | $18,910 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- U.S. BANK NA — Recordkeeper
- MITCHELL SILBERBERG & KNUPP LLP — ERISA Attorney
- MILLER KAPLAN ARASE LLP — Auditor
- ARTHUR J GALLAGHER INS. BROKERS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $760,610
- Estimated Expense Ratio: 0.558% 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 | $939,365 | $225,000 | — | $28,000 | — |
| 2023 | $783,994 | $214,144 | — | $26,900 | — |
| 2022 | $1,038,621 | $459,687 | — | — | $272,916 |