Plan Snapshot
- Plan Sponsor: Gurwin Jewish Nursing & Rehabilitation Center
- Sponsor EIN: 112785201
- Sponsor Address: 68 HAUPPAUGE ROAD, COMMACK, NY, 11725
- Plan Type: 403(b)
- Total Participants: 832
- Total Assets: $100.2M
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 | 832 | $100.2M | $1.9M | $3.0M |
| 2023 | 860 | $93.9M | $1.5M | $2.6M |
| 2022 | 832 | $92.0M | $1.4M | $2.5M |
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 |
|---|---|---|---|---|
| HMM & CO., LLP | 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 | $224,493 | $55,000 | — | — | — |
| 2023 | $149,708 | $55,000 | — | — | — |
| 2022 | $228,868 | $182,211 | $16,486 | — | — |