Plan Ledger DOL Form 5500 · updated monthly

Jewish Family Service of Tidewater, Inc.403(b)

JEWISH FAMILY SERVICE 403B TAX DEFERRED ANNUITY PLAN · VIRGINIA BEACH, VA · plan year 2022

Reported admin expense ratio · 2022
0.61%

Jewish Family Service of Tidewater, Inc. reported $37,824 in plan administrative expenses for 2022: 0.61% of average plan assets, above the peer median. 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 0.61% to 0.75%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Virginia (1,760th of 2,266), and 7,486th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$5,768,866
Participants with balances143
Active participants145
Employer contributions—
Employee contributions$237,462
Employer contribution per active participant—
Average account balance$40,342
Benefits paid to participants$203,705
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 114 accts · $4K emplr
2023$5.0M · 127 accts · $677 emplr
2022$5.8M · 143 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$15,514
Investment management$22,310
Total administrative$37,824
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024Alerus
2023Alerus

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

Administrative cost history3
2024$38,178 · 0.75%
2023$41,991 · 0.78%
2022$37,824 · 0.61%
Similar plansHealth Care & Social Assistance · Virginia
Tri-Area Community Health VA$6.3M · 0.20%
Capital Healthcare, PC VA$5.9M · 1.33%
Elk Hill Farm, Inc VA$5.7M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540854002 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.