Plan Ledger DOL Form 5500 · updated monthly

Jewish Family & Career Services, Inc.401(k)

JEWISH FAMILY & CAREER SERVICES PROFIT SHARING PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Jewish Family & Career Services, Inc. reported $4,679 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,046 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 0.046% to 0.054%. 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 Georgia (1,292nd of 2,160), and 5,975th of 11,911 in health care & social assistance. In 2024, employees put in $3.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,210,667
Participants with balances147
Active participants206
Employer contributions$215,447
Employee contributions$682,341
Employer contribution per active participant$1,046
Average account balance$62,658
Benefits paid to participants$749,234
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 147 accts · $215K emplr
2023$8.1M · 130 accts · $208K emplr
2022$6.8M · 127 accts · $146K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,719
Investment management$2,960
Total administrative$4,679
The Jewish Family & Career Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,046
Median for plans this size$1,313
2024$1,046 per active participant
2023$1,075 per active participant
2022$763 per active participant

Jewish Family & Career Services, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,719

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$4,679 · 0.05%
2023$4,567 · 0.06%
2022$3,333 · 0.05%
Similar plansHealth Care & Social Assistance · Georgia
Hospice Savannah, Inc. GA$10.2M · 0.02%
Nox Health Group, Inc. GA$9.1M · 0.74%
Triage Holding, Inc. GA$9.0M · 0.72%
Action Pact, Inc. GA$9.0M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581479212 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.