# Miami Jewish Health Systems, INC. 403(b) Plan
Source: https://planprovider.pro/companies/miami-jewish-health-systems-403b-plan

> Miami Jewish Health Systems, INC.'s 403(b) plan: 975 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Miami Jewish Health Systems, INC.

- **Sponsor EIN:** 590624414

- **Sponsor Address:** 5200 NORTHEAST 2ND AVENUE, MIAMI, FL, 331372706

- **Plan Type:** 403(b)

- **Total Participants:** 975

- **Total Assets:** $30.3M

## 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|975|$30.3M|$998,151|$2.6M|

| 2023|903|$27.7M|$1.1M|$2.5M|

| 2022|873|$23.4M|$691,216|$2.3M|

## 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|

| VALIC RETIREMENT SERVICES COMPANY|CONTRACT ADMIN|$395,856|—|$395,856|

| LINCOLN NATIONAL CORPORATION|CONTRACT ADMIN|$10,931|—|$10,931|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — CONTRACT ADMIN

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $406,787

- **Estimated Expense Ratio:** 1.343% 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|$80,153|$503|$79,650|—|—|

| 2023|$31,507|—|$31,507|—|—|

| 2022|$34,588|—|$34,588|—|—|

## Similar Plans

- [Hba Health Systems, LLC](https://planprovider.pro/companies/hba-health-systems-llc-401k-plan) — 946 participants

- [The Christian & Missionary Alliance Foundation, INC. Dba Shell Point R](https://planprovider.pro/companies/the-christian-missionary-alliance-foundation-inc-dba-shell-point-r-403b-plan) — 1,075 participants

- [Trustbridge, INC.](https://planprovider.pro/companies/trustbridge-inc-401k-plan) — 1,076 participants

- [Florida Medical Systems, LLC](https://planprovider.pro/companies/florida-medical-systems-llc-401k-plan) — 770 participants

- [Harbor Retirement Associates, LLC](https://planprovider.pro/companies/harbor-retirement-associates-llc-401k-plan) — 757 participants

- [Summit Care Ii, INC.](https://planprovider.pro/companies/summit-care-ii-inc-401k-plan) — 1,212 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/miami-jewish-health-systems-403b-plan)

© 2026 PlanProvider.Pro