Plan Snapshot
- Plan Sponsor: Jewish Federation Of Greater
- Sponsor EIN: 951647830
- Sponsor Address: 3801 E WILLOW ST, LONG BEACH, CA, 908151734
- Plan Type: 403(b)
- Total Participants: 156
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 156 | $4.8M | $43,791 | $144,014 |
| 2023 | 152 | $4.2M | $86,948 | $115,422 |
| 2022 | 132 | $3.9M | $129,757 | $93,001 |
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 |
|---|---|---|---|---|
| HARRINGTON GROUP CPAS, LLP | Auditor | — | — | $0 |
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 | $1,327 | — | — | — | — |
| 2023 | $550 | — | — | — | — |
| 2022 | $886 | — | — | — | — |