# Jewish Family Service Of Dallas, INC. 403(b) Plan
Source: https://planprovider.pro/companies/jewish-family-service-of-dallas-inc-403b-plan

> Jewish Family Service Of Dallas, INC.'s 403(b) plan: 91 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 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|—|—|

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