Plan Snapshot
- Plan Sponsor: Combined Jewish Philanthropies Of Greater Boston, INC.
- Sponsor EIN: 042103559
- Sponsor Address: 126 HIGH ST, BOSTON, MA, 02110
- Plan Type: 403(b)
- Total Participants: 148
- Total Assets: $31.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 148 | $31.9M | $600,307 | $1.4M |
| 2023 | 151 | $29.1M | $614,210 | $1.5M |
| 2022 | 157 | $24.5M | $594,762 | $1.5M |
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 |
|---|---|---|---|---|
| AAFCPAS, INC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $84,203 | — | — | — | — |
| 2023 | $83,648 | — | — | — | — |
| 2022 | $85,965 | — | — | — | — |