Plan Snapshot
- Plan Sponsor: Jewish Family & Childrens Service
- Sponsor EIN: 042104356
- Sponsor Address: 1430 MAIN ST., WALTHAM, MA, 024511623
- Plan Type: 403(b)
- Total Participants: 268
- Total Assets: $13.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 268 | $13.2M | $157,687 | $1.0M |
| 2023 | 292 | $13.0M | $149,367 | $1.1M |
| 2022 | 283 | $11.2M | $137,023 | $1.0M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $14,223 | — | $14,223 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,223
- Estimated Expense Ratio: 0.108% 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 | $147,328 | $26,711 | $106,394 | $14,223 | — |
| 2023 | $118,682 | $17,646 | $85,086 | $15,950 | — |
| 2022 | $160,121 | $47,941 | $112,180 | — | — |