Retirement plan

EMPLOYEE BENEFIT PLAN OF JEWISH FEDERATION OF LAS VEGAS

Name: JEWISH FEDERATION OF LAS VEGAS - EMPLOYEE BENEFIT PLAN OF JEWISH FEDERATION OF LAS VEGAS (2024) Form 5500
Creator: JEWISH FEDERATION OF LAS VEGAS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF JEWISH FEDERATION OF LAS VEGAS, JEWISH FEDERATION OF LAS VEGAS

JEWISH FEDERATION OF LAS VEGASEIN 88-0098500Plan #001PY 2024

8861 W. SAHARA AVE STE 120 - LAS VEGAS, NV 891178812702-732-0556

Other plans on this EIN

1 filing

#003Retirement-$1.2M assets

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$724K

-6.0% from 2023

Total participants

-4.3% from 2023

Average account balance

$32,927

-1.7% from 2023

Annual return

15.17%

-4.89 pp from 2023

Benchmarks

See 49,949 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,949 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$724K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$33K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.17%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$8994

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G3D2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$198K

$12366 / participant

Other / not subdivided$198K100.0%

% of EOY assets

27.314%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,927

$88,754-62.9%

$81,820-59.8%

$145,877-77.4%

Participation rate

100.0%

75.1%+24.9pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

15.17%

1031.77%-1016.6pp

777.93%-762.8pp

551.28%-536.1pp

Employer contribution / active EE

$2,172

$3,085-29.6%

$2,915-25.5%

$4,663-53.4%

Participant deferral / active EE

$4,648-100.0%

$4,323-100.0%

$6,691-100.0%

Admin fee / account holder

$8,994

$8,424+6.8%

$7,391+21.7%

$13,402-32.9%

EMPLOYEE BENEFIT PLAN OF JEWISH FEDERATION OF LAS VEGAS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF JEWISH FEDERATION OF LAS VEGAS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion