Plan Snapshot
- Plan Sponsor: Jewish Family & Community Services, INC.
- Sponsor EIN: 590637868
- Sponsor Address: 8540 BAYCENTER RD., JACKSONVILLE, FL, 322567420
- Plan Type: 403(b)
- Plan Number: 004
- Total Participants: 243
- Total Assets: $2.9M
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 | 243 | $2.9M | $174,484 | $375,561 |
| 2023 | 208 | $2.2M | $67,166 | $291,345 |
| 2022 | 255 | $2.0M | $0 | $260,371 |
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 | Recordkeeper | $31,766 | — | $31,766 |
| MAI CAPITAL MANAGEMENT, LLC | Investment Advisor | — | $9,588 | $9,588 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,354
- Estimated Expense Ratio: 1.430% 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 | $31,788 | — | $31,788 | — | — |
| 2023 | $23,476 | — | $23,476 | — | — |
| 2022 | $729 | — | — | — | — |