Plan Snapshot
- Plan Sponsor: Jewish Board Of Family & Children'S Services
- Sponsor EIN: 135564937
- Sponsor Address: 463 7TH AVENUE, NEW YORK, NY, 100187604
- Plan Type: 403(b)
- Total Participants: 1,832
- Total Assets: $30.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,832 | $30.9M | $0 | $2.7M |
| 2023 | 2,399 | $29.7M | $0 | $2.6M |
| 2022 | 2,351 | $27.2M | $0 | $2.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $140,758 | — | $140,758 |
| THE JEWISH BOARD | OTHER SERVICES | — | $48,162 | $48,162 |
| MILLIMAN INC | INVESTMENT ADVISORY | — | $5,965 | $5,965 |
| CBIZ CPAS PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN INC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $194,885
- Estimated Expense Ratio: 0.631% 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 | $21,294 | — | $21,294 | — | — |
| 2023 | $128,470 | — | $128,470 | — | — |
| 2022 | $131,197 | — | $131,197 | — | — |