# San Diego Jewish Academy 401(k) Plan
Source: https://planprovider.pro/companies/san-diego-jewish-academy-401k-plan

> San Diego Jewish Academy's 401(k) plan: 160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** San Diego Jewish Academy

- **Sponsor EIN:** 953287745

- **Sponsor Address:** 11860 CARMEL CREEK RD, SAN DIEGO, CA, 921302474

- **Plan Type:** 401(k)

- **Total Participants:** 160

- **Total Assets:** $15.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|160|$15.7M|$398,304|$908,246|

| 2023|172|$13.3M|$437,127|$916,385|

| 2022|175|$10.9M|$388,972|$787,947|

## 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|

| WEST RHODE & ROBERTS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEST RHODE & ROBERTS](https://planprovider.pro/provider/west-rhode-and-roberts) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$64,992|—|$64,992|—|—|

| 2023|$67,908|—|$67,908|—|—|

| 2022|$47,339|—|$47,339|—|—|

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