Jewish Adoption & Foster Care Optio S 401(k) match, vesting and fees
What Jewish Adoption & Foster Care Optio S' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Jewish Adoption & Foster Care Optio S: employer contribution per participant | $1,040 | |
| Peer median | $1,440 |
| Jewish Adoption & Foster Care Optio S: average balance | $53,049 | |
| Peer median | $38,351 |
| Jewish Adoption & Foster Care Optio S: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $6.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 254 | $6.3M | $123K | $1,040 | 0.45% | Not published | Form 5500 ↗ |
Other Jewish Adoption & Foster Care Optio S plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Jewish Adoption & Foster Care Options 403(b) Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nationwide Life Insurance Company | 2023 Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Common questions
Does Jewish Adoption & Foster Care Optio S match 401(k) contributions?
The match terms for the Jewish Adoption & Foster Care Options 403(b) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $123K in employer contributions, about $1,040 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jewish Adoption & Foster Care Optio S 401(k) match vested?
The vesting schedule for the Jewish Adoption & Foster Care Options 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jewish Adoption & Foster Care Optio S 401(k)?
The filing names Jewish Adoption & Foster Care Optio S as plan administrator; it does not list a recordkeeper.
I left Jewish Adoption & Foster Care Optio S. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jewish Adoption & Foster Care Optio S, (954) 749-7230). The Jewish Adoption & Foster Care Optio S old 401(k) page lists the contacts from every plan filing. Find an old Jewish Adoption & Foster Care Optio S 401(k)
Data from the public Form 5500 annual reports Jewish Adoption & Foster Care Optio S filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Jewish Adoption & Foster Care Optio S. Not financial advice. Report a correction · Methodology