Jewish Family Service Of San Diego 401(k) Plan: Login, Facts & Contact Information

Jewish Family Service Of San Diego 401(k) Plan Facts

Plan name
JEWISH FAMILY SERVICE OF SAN DIEGO FLEXIBLE CONTRIBUTION RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
JEWISH FAMILY SERVICE OF SAN DIEGO
Participants
882 (596 active employees)
Former employees with a balance
344
Plan assets
$25,454,542 at Jun 30, 2025
Average account balance
$27,758 across 917 accounts
Employer contributions
$1,552,873 in plan year 2024 (35% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jul 1, 2024 – Jun 30, 2025
Plan established
Jul 1, 1989
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Apr 15, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.39 million went into the plan in contributions, $1.55 million of it from the employer (35%).
  • $2.30 million was paid out to participants.
  • Investment and other income added $2.84 million.
  • Administrative expenses were $137,262, about $150 per account.

How the Jewish Family Service Of San Diego 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019523$10.1 million$356,169$549,302
2020553$13.4 million$435,472$966,100
2021633$13.2 million$800,937$248,680
2022724$16.0 million$963,929$1.95 million
2023834$20.7 million$1.39 million$1.73 million
2024882$25.5 million$1.55 million$2.30 million

Jewish Family Service Of San Diego 401(k) Contact Information

Phone
858-637-3044
Mailing address
TURK FAMILY CENTER 8804 BALBOA AVENUE, SAN DIEGO CA 92123
Plan sponsor
JEWISH FAMILY SERVICE OF SAN DIEGO
Employer identification number (EIN)
95-1644024
Plan number
002

Questions about the Jewish Family Service Of San Diego 401(k)

Does Jewish Family Service Of San Diego contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.55 million, 35% of all contributions.

Does the Jewish Family Service Of San Diego 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Jewish Family Service Of San Diego 401(k) plan?

882 participants at the start of plan year 2024, 596 of them active employees, and 344 former employees who still had money in the plan.

What is the average 401(k) balance at Jewish Family Service Of San Diego?

About $27,758 per account: $25.5 million in plan assets across 917 accounts with a balance at the end of plan year 2024.

Who manages the Jewish Family Service Of San Diego 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Jewish Family Service Of San Diego. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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