Plan Snapshot
- Plan Sponsor: Peninsula Jewish Community Center
- Sponsor EIN: 943227262
- Sponsor Address: 800 FOSTER CITY BLVD, FOSTER CITY, CA, 94404
- Plan Type: 403(b)
- Total Participants: 149
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 149 | $13.5M | $361,049 | $555,581 |
| 2023 | 152 | $12.1M | $378,916 | $541,757 |
| 2022 | 116 | $10.3M | $334,102 | $478,847 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORD KEEPER | $23,533 | — | $23,533 |
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,533
- Estimated Expense Ratio: 0.175% 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 | $23,533 | — | $23,533 | — | — |
| 2023 | $28,972 | — | $1,438 | — | — |
| 2022 | $35,677 | — | $35,677 | — | — |