# Jerome Home 403(b) Plan
Source: https://planprovider.pro/companies/jerome-home-403b-plan

> Jerome Home's 403(b) plan: 302 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jerome Home

- **Sponsor EIN:** 060646690

- **Sponsor Address:** 975 CORBIN AVENUE, NEW BRITAIN, CT, 06052

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

- **Total Participants:** 302

- **Total Assets:** $6.0M

## 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|302|$6.0M|$0|$538,870|

| 2023|289|$5.8M|$0|$486,343|

| 2022|269|$5.5M|$0|$492,990|

## 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|

| CROWE, 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|$31,568|—|$31,568|—|—|

| 2023|$20,256|—|$20,256|—|—|

| 2022|$19,852|—|$19,852|—|—|

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