# Jacksonville Country Day School, INC. 403(b) Plan
Source: https://planprovider.pro/companies/jacksonville-country-day-school-inc-590905430-001

> Jacksonville Country Day School, INC.'s 403(b) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jacksonville Country Day School, INC.

- **Sponsor EIN:** 590905430

- **Sponsor Address:** 10063 BAYMEADOWS RD., JACKSONVILLE, FL, 32256

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 103

- **Total Assets:** $12.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|103|$12.2M|$249,251|$509,116|

| 2023|98|$11.1M|$212,293|$441,026|

| 2022|96|$9.6M|$165,270|$381,397|

## 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|

| OSAIC WEALTH|Investment Advisor|—|$19,288|$19,288|

| AMERICAN PORTFOLIOS ADVISORS, INC|Investment Advisor|—|$9,039|$9,039|

| RELIASTAR LIFE INSURANCE COMPANY|Other Service Provider|—|$6,419|$6,419|

| BATES & COMPANY, INC.|Recordkeeper|$1,100|$4,116|$5,216|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [OSAIC WEALTH](https://planprovider.pro/provider/royal-alliance-associates-inc) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $39,962

- **Estimated Expense Ratio:** 0.328% 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|$5,938|—|$5,938|—|—|

| 2023|$6,014|—|$6,014|—|—|

| 2022|$4,869|—|$4,869|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jacksonville-country-day-school-inc-590905430-001)

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