Plan Snapshot
- Plan Sponsor: Donna Klein Jewish Academy, INC.
- Sponsor EIN: 651129890
- Sponsor Address: 9701 DONNA KLEIN BLVD, BOCA RATON, FL, 334281754
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $10.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 186 | $10.0M | $49,897 | $417,475 |
| 2023 | 189 | $9.7M | $37,337 | $383,657 |
| 2022 | 174 | $8.6M | $35,478 | $329,897 |
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 |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | TPA | $9,493 | — | $9,493 |
| VERDEJA & ALVAREZ, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, LLC — TPA
- VERDEJA & ALVAREZ, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,493
- Estimated Expense Ratio: 0.095% 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 | $14,562 | $3,750 | — | — | — |
| 2023 | $818 | — | — | — | — |
| 2022 | $1,263 | — | — | — | — |