# Los Angeles Jewish Home For The Aging 403(b) Plan
Source: https://planprovider.pro/companies/los-angeles-jewish-home-for-the-aging-403b-plan

> Los Angeles Jewish Home For The Aging's 403(b) plan: 1,115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — SERVICE PROVIDER

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [BAKER TILLY US LLP](https://planprovider.pro/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/los-angeles-jewish-home-for-the-aging-403b-plan)

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