# Jewish Federation Of South Palm Beach County, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jewish-federation-of-south-palm-beach-county-inc-401k-plan

> Jewish Federation Of South Palm Beach County, INC.'s 401(k) plan: 892 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [SENTINEL BENEFITS GROUP, LLC](https://planprovider.pro/provider/sentinel-group) — N/A

## 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|

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