# The Henry M. Jackson Foundation For The Adv Of Military Medicine, INC. 403(b) Plan
Source: https://planprovider.pro/companies/henry-m-jackson-foundation-403b-plan-001-7896

> The Henry M. Jackson Foundation For The Adv Of Military Medicine, INC.'s 403(b) plan: 2,718 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — NONE

- [WEYRICH, CRONIN & SORRA LLC](https://planprovider.pro/provider/weyrich-cronin-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/henry-m-jackson-foundation-403b-plan-001-7896)

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