Plan Snapshot
- Plan Sponsor: American Society For Technion- Israel Institute Of Technology, INC
- Sponsor EIN: 130434195
- Sponsor Address: 55 EAST 59TH STREET 14TH FLOOR, NEW YORK, NY, 10022
- Plan Type: 403(b)
- Total Participants: 66
- Total Assets: $52.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 66 | $52.8M | $550,848 | $902,345 |
| 2023 | 70 | $49.7M | $541,891 | $974,440 |
| 2022 | 70 | $44.0M | $427,898 | $808,792 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | Other Service Provider | $33,396 | — | $33,396 |
| TIAA | Recordkeeper | $29,279 | — | $29,279 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,675
- Estimated Expense Ratio: 0.119% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $62,675 | $33,396 | $153 | — | — |
| 2023 | $54,161 | $33,369 | — | — | — |
| 2022 | $55,772 | $34,793 | — | — | — |