# Jewish Board Of Family & Children'S Services 403(b) Plan
Source: https://planprovider.pro/companies/jewish-board-of-family-children-s-services-403b-plan

> Jewish Board Of Family & Children'S Services's 403(b) plan: 1,832 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — 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|—|—|

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