Retirement plan

JEWISH FAMILY SERVICE OF DALLAS 403(B) SAVINGS PLAN

Name: JEWISH FAMILY SERVICE OF DALLAS, INC. - JEWISH FAMILY SERVICE OF DALLAS 403(B) SAVINGS PLAN (2024) Form 5500
Creator: JEWISH FAMILY SERVICE OF DALLAS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEWISH FAMILY SERVICE OF DALLAS 403(B) SAVINGS PLAN, JEWISH FAMILY SERVICE OF DALLAS, INC.

JEWISH FAMILY SERVICE OF DALLAS, INC.EIN 75-1992728Plan #003PY 2024

5402 ARAPAHO RD - DALLAS, TX 752486905972-437-9950jfsdallas.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.4M

+13.7% from 2023

Total participants

114

-5.0% from 2023

Average account balance

$64,728

+17.2% from 2023

Annual return

12.36%

-1.96 pp from 2023

Benchmarks

See 10,646 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,646 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.41M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$65K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

83.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$533K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.36%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$76

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY2 years Service code 13 · EIN 42-0127290	Contract Administrator	$30,303
WILSHIRE ASSOCIATES INCORPORATED2 years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2F2G2L2M2S2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$8K

$83 / participant

Contract admin$8K100.0%

% of EOY assets

0.117%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,728

$58,311+11.0%

$81,882-20.9%

$80,959-20.0%

Participation rate

83.5%

63.5%+20.0pp

72.4%+11.1pp

67.7%+15.8pp

Annual return

12.36%

41.85%-29.5pp

779.47%-767.1pp

35.67%-23.3pp

Employer contribution / active EE

$1,002

$2,347-57.3%

$2,916-65.6%

$2,757-63.6%

Participant deferral / active EE

$4,856

$3,287+47.7%

$4,323+12.3%

$4,300+12.9%

Admin fee / account holder

$76

$4,752-98.4%

$7,360-99.0%

$6,925-98.9%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY2 years

Service code 13 · EIN 42-0127290

Contract Administrator

$30,303

WILSHIRE ASSOCIATES INCORPORATED2 years

Filed as: WILSHIRE ADVISORS LLC

Service code 27 · EIN 95-2755361

Advisory (Plan)

JEWISH FAMILY SERVICE OF DALLAS 403(B) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEWISH FAMILY SERVICE OF DALLAS 403(B) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion