Plan Ledger DOL Form 5500 · updated monthly

Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach401(k)

403(B) THRIFT PLAN OF FERD AND GLADYS ALPERT JEWISH FAMILY CHILDRENS SERVICE OF PALM BEACH CO · WEST PALM BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach reported $2,448 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.01% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Florida (1,978th of 3,644), and 1,832nd of 3,341 in other services.

Plan summary
Net assets, end of year$8,307,222
Participants with balances215
Active participants149
Employer contributions$0
Employee contributions$308,492
Employer contribution per active participant$0
Average account balance$38,638
Benefits paid to participants$1,022,268
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$8.3M · 215 accts
2023$6.9M · 171 accts
The Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,273
LINCOLN NATIONAL CORPORATION · Contract administrator$175

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$2,448 · 0.03%
2023$701 · 0.01%
Similar plansOther Services · Florida
Wash Depot Holdings, Inc. FL$8.4M · 0.08%
Sun Orchard LLC FL$8.2M · 0.14%
Hui Huliau FL$7.8M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591520581 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.