# Hebrew Academy Of Nassau County 403(b) Plan
Source: https://planprovider.pro/companies/hebrew-academy-of-nassau-county-403b-plan

> Hebrew Academy Of Nassau County's 403(b) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pension-assurance-llp) — 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|—|—|

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