# Oshman Family Jewish Community Center 401(k) Plan
Source: https://planprovider.pro/companies/oshman-family-jewish-community-center-401k-plan

> Oshman Family Jewish Community Center's 401(k) plan: 209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| JOHANSON & YAU ACCOUNTANCY CORPORAT|Auditor|$25,656|—|$25,656|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,656

- **Estimated Expense Ratio:** 0.198% 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|

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