Plan Snapshot
- Plan Sponsor: Jewish Family Service Of Dallas, INC.
- Sponsor EIN: 751992728
- Sponsor Address: 5402 ARAPAHO RD, DALLAS, TX, 752486905
- Plan Type: 403(b)
- Total Participants: 91
- Total Assets: $6.4M
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 | 91 | $6.4M | $91,214 | $441,926 |
| 2023 | 98 | $5.6M | $88,398 | $398,101 |
| 2022 | 100 | $4.9M | $80,483 | $391,487 |
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 | CONTRACT ADMINISTRATOR | $30,303 | $21,488 | $51,791 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,791
- Estimated Expense Ratio: 0.808% 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 | $7,513 | — | $7,513 | — | — |
| 2023 | $6,127 | — | $6,127 | — | — |
| 2022 | $6,313 | — | $6,313 | — | — |