# Combined Jewish Philanthropies Of Greater Boston, INC. 403(b) Plan
Source: https://planprovider.pro/companies/combined-jewish-philanthropies-of-greater-boston-inc-403b-plan

> Combined Jewish Philanthropies Of Greater Boston, INC.'s 403(b) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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