Plan Ledger DOL Form 5500 · updated monthly

Jewish Family & Children's Service, Inc.401(k)

JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Jewish Family & Children's Service, Inc. reported $74,579 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $630 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 0.64% to 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 448th-largest of 1,285 plans among Arizona employers on file, and the 4,549th of 11,911 in health care & social assistance. In 2024, employees put in $2.05 for every $1.00 the employer contributed; active participation has grown from 478 to 562 since 2022.

Plan summary
Net assets, end of year$14,732,812
Participants with balances316
Active participants562
Employer contributions$354,340
Employee contributions$725,288
Employer contribution per active participant$630
Average account balance$46,623
Benefits paid to participants$1,869,639
Plan auditUnmodified (clean) audit opinion
AuditorBALDWIN MOFFITT BEHM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$14.7M · 316 accts · $354K emplr
2023$13.9M · 341 accts · $393K emplr
2022$12.6M · 345 accts · $396K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,861
Investment management$2,143
Total administrative$74,579
The Jewish Family & Children's Service, Inc. 401(k) match · 2024
Employer contribution per active participant$630
Median for plans this size$2,416
2024$630 per active participant
2023$880 per active participant
2022$828 per active participant

Jewish Family & Children's Service, Inc.'s 2024 employer contribution ran below the $2,416 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
ASCENSUS · Other services$2,143
GLOBAL RETIREMENT PARTNERS LLCindirect 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$74,579 · 0.52%
2023$97,550 · 0.74%
2022$76,088 · 0.64%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Nextcare, Inc. AZ$16.3M · 0.64%
Visonquest National, LTD. AZ$14.0M · 1.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860096781 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.