# Jewish Family & Community Services, INC. 403(b) Plan
Source: https://planprovider.pro/companies/jewish-family-community-services-inc-590637868-004

> Jewish Family & Community Services, INC.'s 403(b) plan: 243 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 & 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|—|—|—|—|

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