Plan Snapshot
- Plan Sponsor: Los Angeles Jewish Home For The Aging
- Sponsor EIN: 953510024
- Sponsor Address: 7150 TAMPA AVE, RESEDA, CA, 913353700
- Plan Type: 403(b)
- Total Participants: 1,115
- Total Assets: $58.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,115 | $58.0M | $1.2M | $3.1M |
| 2023 | 1,245 | $54.0M | $1.2M | $3.1M |
| 2022 | 1,242 | $49.3M | $1.2M | $3.0M |
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 |
|---|---|---|---|---|
| CHARLES SCHWAB BANK | SERVICE PROVIDER | $36,771 | — | $36,771 |
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $5,881 | $1 | $5,882 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB BANK — SERVICE PROVIDER
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,653
- Estimated Expense Ratio: 0.074% 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 | $42,844 | — | $42,652 | — | — |
| 2023 | $29,837 | — | $29,607 | — | — |
| 2022 | $23,045 | — | $23,045 | — | — |