Jewish Family & Children's Service 401(k) match, vesting and fees
What Jewish Family & Children's Service'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 | Voya Retirement Insurance & Annuitt | Schedule C ↗ |
| Independent auditor | Baldwin Moffitt Behm LLP (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 & Children's Service: employer contribution per participant | $1,121 | |
| Peer median | $1,468 |
| Jewish Family & Children's Service: average balance | $46,623 | |
| Peer median | $37,786 |
| Jewish Family & Children's Service: admin expenses ÷ assets | 0.52% | |
| 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 $11.2M at the end of plan year 2021 to $14.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 739 | $14.7M | $354K | $1,121 | 0.52% | Not published | Form 5500 ↗ |
| 2023 | 607 | $13.9M | $393K | $1,152 | 0.74% | Not published | Form 5500 ↗ |
| 2022 | 633 | $12.6M | $396K | $1,147 | 0.64% | Not published | Form 5500 ↗ |
| 2021 | 593 | $11.2M | $368K | $1,066 | 0.78% | Not published | Form 5500 ↗ |
Other Jewish Family & Children's Service plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Jewish Family & Children'S Service 403b 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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Jewish Family & Children's Service match 401(k) contributions?
The match terms for the Jewish Family & Children'S Service Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $354K in employer contributions, about $1,121 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jewish Family & Children's Service 401(k) match vested?
The vesting schedule for the Jewish Family & Children'S Service Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jewish Family & Children's Service 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance & Annuitt. The plan administrator is Jewish Family & Children'S Service Inc..
I left Jewish Family & Children's Service. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jewish Family & Children'S Service Inc., (602) 279-7655) or the recordkeeper, Voya Retirement Insurance & Annuitt. The Jewish Family & Children's Service old 401(k) page lists the contacts from every plan filing. Find an old Jewish Family & Children's Service 401(k)
Data from the public Form 5500 annual reports Jewish Family & Children's Service 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 & Children's Service. Not financial advice. Report a correction · Methodology