Original filing (PDF)20250806111812NAL0002758529001

JEWISH FAMILY SERVICE OF SAN DIEGO

Name: JEWISH FAMILY SERVICE OF SAN DIEGO — JEWISH FAMILY SERVICE OF SAN DIEGO FLEXIBLE CONTRIBUTION RETIREMENT PLAN, Form 5500 (2023)
Creator: JEWISH FAMILY SERVICE OF SAN DIEGO

Form 5500

FILING_RECEIVED

JEWISH FAMILY SERVICE OF SAN DIEGO FLEXIBLE CONTRIBUTION RETIREMENT PLAN

401(k) retirement plan

Signals · 3

Late filing · 2.7 moLate participant contributionsCorrective distributions issued

Active participants

717

Accounts w/ balance

815

Plan assets (EOY)

$20.7M

Net assets (EOY)

$20.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 2.7 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 166K (4% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (17th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEWISH FAMILY SERVICE OF SAN DIEGO.

Plan sponsor

Name

JEWISH FAMILY SERVICE OF SAN DIEGO

EIN

95-1644024

Address

TURK FAMILY CENTER · 8804 BALBOA AVENUE · SAN DIEGO, CA · 92123

Phone

(858) 637-3044

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-08-06

Pension benefit codes

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$60K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO CLEARING SERVICES LLC	23-2384840	—	ADVISOR	$37K	—

Investments

1 pooled fund· $820K(4% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.