Plan Snapshot
- Plan Sponsor: Jewish Vocational And Career Counseling Services
- Sponsor EIN: 942213100
- Sponsor Address: 548 MARKET ST. PMB 37733, SAN FRANCISCO, CA, 941045401
- Plan Type: 401(k)
- Total Participants: 72
- Total Assets: $7.6M
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 | 72 | $7.6M | $350,165 | $449,001 |
| 2023 | 80 | $6.4M | $367,885 | $444,405 |
| 2022 | 133 | $4.8M | $326,685 | $431,213 |
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 |
|---|---|---|---|---|
| JOHANSON & YAU ACCOUNTANCY CORPORAT | Auditor | $15,250 | — | $15,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,250
- Estimated Expense Ratio: 0.202% 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 | $57,618 | $14,726 | $7,374 | $15,250 | — |
| 2023 | $31,076 | $11,764 | $8,661 | — | — |
| 2022 | — | — | — | — | — |