Plan Ledger DOL Form 5500 · updated monthly

Jewish Family Children's Service of the Suncoast, Inc.DC plan

403(B) THRIFT PLAN OF JEWISH FAMILY CHILDREN'S SERVICE OF THE SUNCOAST, INC. · SARASOTA, FL · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Jewish Family Children's Service of the Suncoast, Inc. reported $1,084 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $895 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 0.017% to 0.024%. 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 (2,436th of 3,644), and 7,744th of 11,911 in health care & social assistance. In 2024, employees put in $1.41 for every $1.00 the employer contributed; active participation has shrunk from 118 to 104 since 2022.

Plan summary
Net assets, end of year$5,294,296
Participants with balances219
Active participants104
Employer contributions$93,091
Employee contributions$131,553
Employer contribution per active participant$895
Average account balance$24,175
Benefits paid to participants$229,472
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.3M · 219 accts · $93K emplr
2023$3.8M · 128 accts · $44K emplr
2022$4.5M · 154 accts · $144K emplr
Employer contributions to the Jewish Family Children's Service of the Suncoast, Inc. plan · 2024
Employer contribution per active participant$895
Median for plans this size$1,313
2024$895 per active participant
2023$468 per active participant
2022$1,219 per active participant

Jewish Family Children's Service of the Suncoast, 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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,889

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$1,084 · 0.02%
2023$589 · 0.01%
2022$833 · 0.02%
Similar plansHealth Care & Social Assistance · Florida
Pcc Medical Holdings LLC FL$5.5M · 0.78%
Qsm Health Systems, Inc. FL$5.5M · 0.91%
Sightlife FL$5.3M · 0.01%
Pines of Sarasota FL$5.2M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592693318 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.