Plan Snapshot
- Plan Sponsor: Jewish Family Service Of Atlantic County, INC.
- Sponsor EIN: 222119902
- Sponsor Address: 607 N JEROME AVE, MARGATE CITY, NJ, 08402
- Plan Type: DC
- Total Participants: 217
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 217 | $10.0M | $333,228 | $237,138 |
| 2023 | 201 | $9.0M | $354,358 | $221,356 |
| 2022 | 251 | $7.4M | $370,615 | $237,255 |
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 |
|---|---|---|---|---|
| FORD SCOTT & ASSOCIATES, LLC | Auditor | — | — | $0 |
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 | $1,665 | — | — | — | — |
| 2023 | $635 | — | — | — | — |
| 2022 | $624 | — | — | — | — |