# Jewish Family & Childrens Service 403(b) Plan
Source: https://planprovider.pro/companies/jewish-family-childrens-service-403b-plan

> Jewish Family & Childrens Service's 403(b) plan: 268 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

## Similar Plans

- [Multicultural Community Services Of The Pioneer Valley, INC.](https://planprovider.pro/companies/multicultural-community-services-of-the-pioneer-valley-inc-401k-plan) — 270 participants

- [Nonotuck Resource Associates, INC.](https://planprovider.pro/companies/nonotuck-resource-associates-inc-401k-plan) — 273 participants

- [Springwell, INC.](https://planprovider.pro/companies/springwell-inc-plan-004) — 261 participants

- [The Arc Of Opportunity In North Central Massachusetts INC](https://planprovider.pro/companies/the-arc-of-opportunity-in-north-central-massachusetts-inc-plan-001) — 256 participants

- [People, Incorporated](https://planprovider.pro/companies/people-incorporated-401k-plan) — 281 participants

- [Childrens Services Of Roxbury](https://planprovider.pro/companies/childrens-services-of-roxbury-plan) — 283 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jewish-family-childrens-service-403b-plan)

© 2026 PlanProvider.Pro