Jewish Federation of Greater Indianapolis 401(k) match, vesting and fees
What Jewish Federation of Greater Indianapolis' 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 | Metlife Life Insurance Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Jewish Federation of Greater Indianapolis: employer contribution per participant | $1,500 | |
| Peer median | $1,803 |
| Jewish Federation of Greater Indianapolis: average balance | $29,248 | |
| Peer median | $48,934 |
| Jewish Federation of Greater Indianapolis: admin expenses ÷ assets | 0.83% | |
| Peer median | 0.31% |
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 $7.2M at the end of plan year 2021 to $7.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 266 | $7.8M | $397K | $1,500 | 0.83% | Not published | Form 5500 ↗ |
| 2023 | 277 | $6.3M | $360K | $1,313 | 0.84% | Not published | Form 5500 ↗ |
| 2022 | 248 | $5.8M | $300K | $1,243 | 0.70% | Not published | Form 5500 ↗ |
| 2021 | 201 | $7.2M | $292K | $1,469 | 0.66% | Not published | Form 5500 ↗ |
Common questions
Does Jewish Federation of Greater Indianapolis match 401(k) contributions?
The match terms for the Jfgi, Inc. and Affiliated Agencies 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $397K in employer contributions, about $1,500 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jewish Federation of Greater Indianapolis 401(k) match vested?
The vesting schedule for the Jfgi, Inc. and Affiliated Agencies 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jewish Federation of Greater Indianapolis 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Metlife Life Insurance Company. The plan administrator is Jewish Federation of Greater Indianapolis, Inc..
I left Jewish Federation of Greater Indianapolis. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jewish Federation of Greater Indianapolis, Inc., (317) 726-5450) or the recordkeeper, Metlife Life Insurance Company. The Jewish Federation of Greater Indianapolis old 401(k) page lists the contacts from every plan filing. Find an old Jewish Federation of Greater Indianapolis 401(k)
Data from the public Form 5500 annual reports Jewish Federation of Greater Indianapolis 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 Jewish Federation of Greater Indianapolis. Not financial advice. Report a correction · Methodology