Plan Ledger DOL Form 5500 · updated monthly

Jewish Family and Childrens Service of Philadelphia, Inc.403(b)

JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN · BALA CYNWYD, PA · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

Jewish Family and Childrens Service of Philadelphia, Inc. reported $72,779 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. Employer contributions averaged $2,362 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 3 years on file its reported administrative ratio has held roughly steady near 0.79%. 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 Pennsylvania (2,359th of 3,651), and 1,719th of 3,341 in other services. In 2024, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,329,612
Participants with balances166
Active participants95
Employer contributions$224,433
Employee contributions$482,166
Employer contribution per active participant$2,362
Average account balance$56,202
Benefits paid to participants$1,416,977
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 166 accts · $224K emplr
2023$9.0M · 174 accts · $225K emplr
2022$7.6M · 174 accts · $220K emplr
The Jewish Family and Childrens Service of Philadelphia, Inc. 401(k) match · 2024
Employer contribution per active participant$2,362
Median for plans this size$1,313
2024$2,362 per active participant
2023$2,233 per active participant
2022$2,091 per active participant

Jewish Family and Childrens Service of Philadelphia, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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
AMERICAN TRUST COMPANY · Trustee (discretionary) · Contract administrator$40,594
TANKER CONSULTING GROUP · Investment advisory (plan)$31,678
VARIABLE ANNUITY LIFE INSURANCE CO · Loan processing · Investment advisory (participants)$506

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

Recordkeeper by year2
2024AMERICAN TRUST COMPANY
2023AMERICAN TRUST COMPANY

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

Administrative cost history3
2024$72,779 · 0.79%
2023$64,691 · 0.78%
2022$64,607 · 0.80%
Similar plansOther Services · Pennsylvania
Renewal Inc. PA$11.1M · 0.52%
Assetgenie, Inc. PA$11.0M · 0.50%
Endurance Group, LLC PA$10.1M · 0.07%
Pennsylvania Farm Bureau PA$8.9M · 0.51%
Traditions of America LP PA$8.5M · 0.94%
Indian Creek Foundation PA$8.5M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231352026 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.