Plan Ledger DOL Form 5500 · updated monthly

Jdrf International403(b)

JDRF INTERNATIONAL 403B RETIREMENT SAVING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Jdrf International reported $203,532 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,618 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 fell from 0.35% to 0.31%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 1,048th-largest of 5,648 plans among New York employers on file, and the 289th of 3,341 in other services. In 2024, employees put in $2.20 for every $1.00 the employer contributed; active participation has grown from 512 to 596 since 2022.

Plan summary
Net assets, end of year$71,497,716
Participants with balances815
Active participants596
Employer contributions$2,156,568
Employee contributions$4,734,267
Employer contribution per active participant$3,618
Average account balance$87,727
Benefits paid to participants$4,613,210
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$71.5M · 815 accts · $2.2M emplr
2023$61.0M · 791 accts · $1.8M emplr
2022$50.5M · 881 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$122,032
Investment management$51,000
Audit (IQPA)$30,500
Total administrative$203,532
Employer contributions to the Jdrf International plan · 2024
Employer contribution per active participant$3,618
Median for plans this size$3,635
2024$3,618 per active participant
2023$3,163 per active participant
2022$3,466 per active participant

Jdrf International's 2024 employer contribution ran below the $3,635 median for plans its size. 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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$122,032
NFP RETIREMENT INC · Consulting$51,000
BDO USA, LLP · Accounting / audit$30,500
CHARLES SCHWAB & CO., INC. · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$203,532 · 0.31%
2023$184,602 · 0.33%
2022$164,528 · 0.35%
Same employer
Similar plansOther Services · New York
Camba, Inc. NY$69.8M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231907729 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.