Plan Snapshot
- Plan Sponsor: Hebrew Academy Of Nassau County
- Sponsor EIN: 111733449
- Sponsor Address: 240 HEMPSTEAD AVE, WEST HEMPSTEAD, NY, 115522120
- Plan Type: 403(b)
- Total Participants: 126
- Total Assets: $37.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 126 | $37.8M | $339,492 | $666,712 |
| 2023 | 144 | $35.7M | $309,626 | $630,816 |
| 2022 | 143 | $32.0M | $309,049 | $690,690 |
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 |
|---|---|---|---|---|
| MILLENNIUM IVST & RETIREADV LLC | NONE | $18,750 | — | $18,750 |
| RUSSON + JOHNSTON CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSON + JOHNSTON CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,750
- Estimated Expense Ratio: 0.050% 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 | $19,150 | $18,750 | — | — | — |
| 2023 | $26,830 | $25,000 | $1,080 | — | — |
| 2022 | $31,295 | — | $31,295 | — | — |