Bet Tzedek 401(k) match, vesting and fees
What Bet Tzedek's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock Life Insur. Co. (Usa) | Schedule C ↗ |
| Independent auditor | Armanino LLP (disclaimer opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Bet Tzedek: employer contribution per participant | $2,860 | |
| Peer median | $2,521 |
| Bet Tzedek: average balance | $21,782 | |
| Peer median | $75,833 |
| Bet Tzedek: admin expenses ÷ assets | 0.64% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.1M at the end of plan year 2021 to $3.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 145 | $3.2M | $415K | $2,860 | 0.64% | Not published | Form 5500 ↗ |
| 2023 | 125 | $2.5M | $365K | $3,200 | 0.65% | Not published | 5500-SF ↗ |
| 2022 | 110 | $1.9M | $335K | $3,489 | 0.61% | Not published | 5500-SF ↗ |
| 2021 | 105 | $2.1M | $274K | $2,942 | 0.59% | Not published | 5500-SF ↗ |
Common questions
Does Bet Tzedek match 401(k) contributions?
The match terms for the Bet Tzedek 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $415K in employer contributions, about $2,860 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bet Tzedek 401(k) match vested?
The vesting schedule for the Bet Tzedek 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bet Tzedek 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insur. Co. (Usa). The plan administrator is Bet Tzedek.
I left Bet Tzedek. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bet Tzedek, (323) 549-5814) or the recordkeeper, John Hancock Life Insur. Co. (Usa). The Bet Tzedek old 401(k) page lists the contacts from every plan filing. Find an old Bet Tzedek 401(k)
Data from the public Form 5500 annual reports Bet Tzedek filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bet Tzedek. Not financial advice. Report a correction · Methodology