Plan Ledger DOL Form 5500 · updated monthly

Gulf Coast Jewish Family and Community Services, Inc.403(b)

403(B) THRIFT PLAN OF GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES, INC. · CLEARWATER, FL · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Gulf Coast Jewish Family and Community Services, Inc. reported $44,562 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $252 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 2 years on file its reported administrative ratio rose from 0.01% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,057th of 3,644), and 6,557th of 11,911 in health care & social assistance. In 2024, employees put in $5.77 for every $1.00 the employer contributed; active participation has shrunk from 632 to 552 since 2022.

Plan summary
Net assets, end of year$7,734,210
Participants with balances256
Active participants552
Employer contributions$138,990
Employee contributions$802,246
Employer contribution per active participant$252
Average account balance$30,212
Benefits paid to participants$1,389,423
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 256 accts · $139K emplr
2023$7.3M · 285 accts · $119K emplr
2022$6.4M · 299 accts · $103K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,562
Total administrative$44,562
Employer contributions to the Gulf Coast Jewish Family and Community Services, Inc. plan · 2024
Employer contribution per active participant$252
Median for plans this size$1,313
2024$252 per active participant
2023$196 per active participant
2022$163 per active participant

Gulf Coast Jewish Family and Community Services, Inc.'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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$44,562
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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

Administrative cost history3
2024$44,562 · 0.59%
2023$12,600 · 0.18%
2022$581 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Hospice of St Francis FL$7.8M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591229354 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.