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

> Jewish Family Service Of Tidewater, INC.&#39;s 403(b) plan: 96 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 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.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|

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