Plan Snapshot
- Plan Sponsor: Lawrence Family Jewish Community Center Of San Diego County
- Sponsor EIN: 951985444
- Sponsor Address: 4126 EXECUTIVE DR, LA JOLLA, CA, 920371348
- Plan Type: 401(k)
- Total Participants: 237
- Total Assets: $8.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 237 | $8.3M | $109,342 | $332,265 |
| 2023 | 229 | $7.5M | $90,630 | $325,554 |
| 2022 | 222 | $6.4M | $82,761 | $335,853 |
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 |
|---|---|---|---|---|
| HASKELL & WHITE 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 | $1,796 | — | — | — | — |
| 2023 | $974 | — | — | — | — |
| 2022 | $1,287 | — | — | — | — |