Plan Snapshot
- Plan Sponsor: Jobs For The Future, INC.
- Sponsor EIN: 061164568
- Sponsor Address: 50 MILK STREET 17TH FLOOR, BOSTON, MA, 021095002
- Plan Type: 403(b)
- Total Participants: 166
- Total Assets: $49.9M
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 | 166 | $49.9M | $2.6M | $3.1M |
| 2023 | 409 | $40.8M | $2.3M | $2.7M |
| 2022 | 463 | $33.4M | $1.8M | $2.1M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 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 | $18,435 | — | $18,435 | — | — |
| 2023 | $12,293 | — | $12,293 | — | — |
| 2022 | $29,003 | — | $29,003 | — | — |