# Jewish Adoption & Foster Care Optio S 401(k) Plan
Source: https://planprovider.pro/companies/jewish-adoption-foster-care-optio-s-401k-plan

> Jewish Adoption & Foster Care Optio S's 401(k) plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jewish Adoption & Foster Care Optio S

- **Sponsor EIN:** 200898587

- **Sponsor Address:** 4200 N. UNIVERSITY DRIVE, SUNRISE, FL, 33351

- **Plan Type:** 401(k)

- **Total Participants:** 107

- **Total Assets:** $5.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|107|$5.8M|$52,061|$430,696|

| 2023|118|$5.0M|$58,489|$413,452|

| 2022|185|$3.9M|$52,240|$407,121|

## 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|

| FORVIS MAZARS, LLP|Auditor|$26,284|—|$26,284|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,284

- **Estimated Expense Ratio:** 0.451% 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|$26,284|—|—|$26,284|—|

| 2023|$21,037|—|—|—|—|

| 2022|$7,679|—|$7,679|—|—|

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