Plan Snapshot
- Plan Sponsor: Jewish Family & Children'S Service Of The Suncoast, INC.
- Sponsor EIN: 592693318
- Sponsor Address: 2688 FRUITVILLE RD, SARASOTA, FL, 342375223
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $5.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 104 | $5.3M | $93,091 | $131,553 |
| 2023 | 95 | $3.8M | $44,474 | $175,337 |
| 2022 | 118 | $4.5M | $143,826 | $246,153 |
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 |
|---|---|---|---|---|
| MAULDIN & JENKINS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAULDIN & JENKINS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,084 | — | — | — | — |
| 2023 | $589 | — | — | — | — |
| 2022 | $833 | — | — | — | — |