# Hadassah, The Womens Zionist Organization Of America, INC. 403(b) Plan
Source: https://planprovider.pro/companies/hadassah-the-womens-zionist-organization-of-america-inc-403b-plan

> Hadassah, The Womens Zionist Organization Of America, INC.'s 403(b) plan: 234 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hadassah, The Womens Zionist Organization Of America, INC.

- **Sponsor EIN:** 131656651

- **Sponsor Address:** 40 WALL ST, NEW YORK, NY, 10005

- **Plan Type:** 403(b)

- **Total Participants:** 234

- **Total Assets:** $35.9M

## 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|234|$35.9M|$766,774|$1.9M|

| 2023|230|$30.4M|$617,556|$1.7M|

| 2022|201|$24.3M|$577,810|$1.4M|

## 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|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## 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|$7,586|—|—|—|—|

| 2023|$7,581|—|—|—|—|

| 2022|$15,833|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hadassah-the-womens-zionist-organization-of-america-inc-403b-plan)

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