Plan Snapshot
- Plan Sponsor: Oshman Family Jewish Community Center
- Sponsor EIN: 770185734
- Sponsor Address: 3921 FABIAN WAY, PALO ALTO, CA, 94303
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $13.0M
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 | 209 | $13.0M | $185,590 | $1.1M |
| 2023 | 276 | $10.6M | $226,919 | $877,800 |
| 2022 | 296 | $8.1M | $211,605 | $860,093 |
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 |
|---|---|---|---|---|
| PRIMARK BENEFITS | Recordkeeper | $49,730 | — | $49,730 |
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | $11,768 | — | $11,768 |
| CHARLES SCHWAB | Custodian / Trustee | $5,347 | — | $5,347 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — Investment Advisor
- CHARLES SCHWAB — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,845
- Estimated Expense Ratio: 0.515% 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 | $66,845 | $11,768 | — | $25,656 | — |
| 2023 | $50,772 | $8,934 | $19,504 | — | — |
| 2022 | $47,971 | — | — | — | $47,971 |