Plan Snapshot
- Plan Sponsor: Jewish Family Service Of Tidewater, INC.
- Sponsor EIN: 540854002
- Sponsor Address: 5000 CORPORATE WOODS DRIVE, VIRGINIA BEACH, VA, 23462
- Plan Type: 403(b)
- Total Participants: 96
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 96 | $5.2M | $3,635 | $105,408 |
| 2023 | 104 | $5.0M | $677 | $167,132 |
| 2022 | 145 | $5.8M | $0 | $237,462 |
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 |
|---|---|---|---|---|
| CHARLES W. SNADER, P.C. | Auditor | $6,950 | — | $6,950 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES W. SNADER, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,950
- Estimated Expense Ratio: 0.134% 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 | $38,178 | $27,481 | $114 | $6,950 | — |
| 2023 | $41,991 | $20,726 | $5,036 | $2,631 | — |
| 2022 | $37,824 | $22,310 | $15,514 | — | — |