Plan Snapshot
- Plan Sponsor: The Henry M. Jackson Foundation For The Adv Of Military Medicine, INC.
- Sponsor EIN: 521317896
- Sponsor Address: 6720A ROCKLEDGE DR, STE 100, BETHESDA, MD, 20817
- Plan Type: 403(b)
- Total Participants: 2,718
- Total Assets: $616.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,718 | $616.3M | $13.2M | $17.6M |
| 2023 | 2,317 | $533.8M | $12.1M | $16.1M |
| 2022 | 2,255 | $449.7M | $11.5M | $15.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TIAA | NONE | $397,971 | — | $397,971 |
| SAGEVIEW ADVISORY GROUP, LLC | NONE | $72,413 | — | $72,413 |
| WEYRICH, CRONIN & SORRA LLC | NONE | $13,500 | — | $13,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- SAGEVIEW ADVISORY GROUP, LLC — NONE
- WEYRICH, CRONIN & SORRA LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $483,884
- Estimated Expense Ratio: 0.079% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $483,884 | $72,413 | $1,337 | $13,500 | — |
| 2023 | $408,214 | $69,628 | — | $22,500 | — |
| 2022 | $393,476 | $83,633 | — | — | $6,000 |