# Evelyn Rubenstein Jewish Commu 401(k) Plan
Source: https://planprovider.pro/companies/evelyn-rubenstein-jewish-commu-401k-plan

> Evelyn Rubenstein Jewish Commu's 401(k) plan: 229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Evelyn Rubenstein Jewish Commu

- **Sponsor EIN:** 741198298

- **Sponsor Address:** 5601 S BRAESWOOD BLVD, HOUSTON, TX, 770963907

- **Plan Type:** 401(k)

- **Total Participants:** 229

- **Total Assets:** $12.8M

## 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|229|$12.8M|$172,292|$303,963|

| 2023|201|$11.1M|$138,251|$338,978|

| 2022|339|$9.0M|$121,722|$310,478|

## 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|

| MUTUAL OF AMERICA INVESTMENT CORP|RECORD KEEPER|$5,908|—|$5,908|

| BLAZEK & VETTERLING|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BLAZEK & VETTERLING](https://planprovider.pro/provider/blazek-and-vetterling) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,908

- **Estimated Expense Ratio:** 0.046% 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|$4,045|—|—|—|—|

| 2023|$2,105|—|—|—|—|

| 2022|$3,151|—|—|—|—|

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