Plan Snapshot
- Plan Sponsor: Development Corporation For Israel
- Sponsor EIN: 135639495
- Sponsor Address: 641 LEXINGTON AVENUE, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $62.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 165 | $62.9M | $1.2M | $1.9M |
| 2023 | 160 | $55.3M | $1.1M | $1.8M |
| 2022 | 164 | $48.5M | $1.2M | $1.8M |
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 |
|---|---|---|---|---|
| EISNER AMPER LLP | NONE | $27,581 | — | $27,581 |
| RAYMOND JAMES ASSOCIATES INC. | NONE | $27,500 | — | $27,500 |
| THE VANGUARD GROUP, INC. | NONE | $23,407 | — | $23,407 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNER AMPER LLP — NONE
- RAYMOND JAMES ASSOCIATES INC. — NONE
- THE VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,488
- Estimated Expense Ratio: 0.125% 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 | $78,087 | — | — | — | — |
| 2023 | $74,507 | — | — | — | — |
| 2022 | $85,406 | — | — | — | — |