Plan Snapshot
- Plan Sponsor: Bnai Brith Youth Organization, INC.
- Sponsor EIN: 311794932
- Sponsor Address: 529 14TH ST NW, SUITE 705, WASHINGTON, DC, 20045
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $16.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 184 | $16.8M | $495,775 | $887,508 |
| 2023 | 176 | $14.3M | $469,911 | $864,745 |
| 2022 | 149 | $10.7M | $430,155 | $769,636 |
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 |
|---|---|---|---|---|
| PROFESSIONAL CAPITAL SERVICES LLC | CONTRACT ADMINISTRATOR | $37,353 | — | $37,353 |
| MV CAPITAL MANAGEMENT INC. | INVESTMENT ADVISORY | $28,443 | — | $28,443 |
| GELMAN ROSENBERG AND FREEDMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PROFESSIONAL CAPITAL SERVICES LLC — CONTRACT ADMINISTRATOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,796
- Estimated Expense Ratio: 0.392% 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 | $66,089 | $28,443 | $37,353 | — | — |
| 2023 | $60,459 | $25,898 | $34,561 | — | — |
| 2022 | $57,303 | $18,663 | $38,640 | — | — |