Plan Snapshot
- Plan Sponsor: Jewish Federation Of South Palm Beach County, INC.
- Sponsor EIN: 591945109
- Sponsor Address: 9901 DONNA KLEIN BOULEVARD, BOCA RATON, FL, 33428
- Plan Type: 401(k)
- Total Participants: 892
- Total Assets: $25.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 892 | $25.8M | $489,785 | $1.6M |
| 2023 | 903 | $22.4M | $467,366 | $1.5M |
| 2022 | 806 | $18.7M | $347,703 | $1.3M |
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 |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | N/A | $57,140 | — | $57,140 |
| PERIGON WEALTH MANAGEMENT, LLC | N/A | $17,500 | — | $17,500 |
| FIDELITY PERSONAL TRUST COMPANY | N/A | $12,172 | — | $12,172 |
| CBIZ CPAS, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,812
- Estimated Expense Ratio: 0.336% 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 | $86,812 | $17,500 | — | — | — |
| 2023 | $80,200 | $17,500 | — | — | — |
| 2022 | $78,811 | $17,500 | — | — | $61,311 |