Jewish Family and Childrens Service of Philadelphia 401(k) match, vesting and fees
What Jewish Family and Childrens Service of Philadelphia'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.
| Recordkeeper | American Trust Company | Schedule C ↗ |
| Independent auditor | Cbiz Cpas PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Jewish Family and Childrens Service of Philadelphia: employer contribution per participant | $1,352 | |
| Peer median | $1,468 |
| Jewish Family and Childrens Service of Philadelphia: average balance | $56,202 | |
| Peer median | $37,786 |
| Jewish Family and Childrens Service of Philadelphia: admin expenses ÷ assets | 0.79% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $8.6M at the end of plan year 2021 to $9.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 167 | $9.3M | $224K | $1,352 | 0.79% | Not published | Form 5500 ↗ |
| 2023 | 175 | $9M | $225K | $1,296 | 0.78% | Not published | Form 5500 ↗ |
| 2022 | 175 | $7.6M | $220K | $1,262 | 0.80% | Not published | Form 5500 ↗ |
| 2021 | 155 | $8.6M | $220K | $1,431 | 0.78% | Not published | Form 5500 ↗ |
Common questions
Does Jewish Family and Childrens Service of Philadelphia match 401(k) contributions?
The match terms for the Jewish Family and Children'S Service Tax Deferred Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $224K in employer contributions, about $1,352 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jewish Family and Childrens Service of Philadelphia 401(k) match vested?
The vesting schedule for the Jewish Family and Children'S Service Tax Deferred Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jewish Family and Childrens Service of Philadelphia 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American Trust Company. The plan administrator is Jewish Family and Childrens Service of Philadelphia, Inc..
I left Jewish Family and Childrens Service of Philadelphia. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jewish Family and Childrens Service of Philadelphia, Inc., (267) 256-2073) or the recordkeeper, American Trust Company. The Jewish Family and Childrens Service of Philadelphia old 401(k) page lists the contacts from every plan filing. Find an old Jewish Family and Childrens Service of Philadelphia 401(k)
Data from the public Form 5500 annual reports Jewish Family and Childrens Service of Philadelphia filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Family and Childrens Service of Philadelphia. Not financial advice. Report a correction · Methodology