Plan Snapshot
- Plan Sponsor: Conference On Jewish Material Claims Against Germany, INC
- Sponsor EIN: 131677841
- Sponsor Address: 1359 BROADWAY, NEW YORK, NY, 10018
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 165 | $15.4M | $532,939 | $1.2M |
| 2023 | 159 | $12.4M | $448,173 | $934,166 |
| 2022 | 142 | $9.5M | $202,022 | $825,764 |
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 |
|---|---|---|---|---|
| MAGII PENSION SERVICES, LLC | Other Service Provider | $46,942 | $10,364 | $57,306 |
| EMPOWER LIFE & ANNUITY INSURANCE | Recordkeeper | $22,570 | — | $22,570 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,876
- Estimated Expense Ratio: 0.518% 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 | $72,120 | $3,483 | $46,067 | — | — |
| 2023 | $54,601 | $1,029 | $35,594 | — | — |
| 2022 | $47,587 | — | $47,587 | — | — |