Plan Snapshot
- Plan Sponsor: Defined Contribution Pension Plan For Employees Of Jewish Association
- Sponsor EIN: 651131701
- Sponsor Address: 21160 95TH AVE S, BOCA RATON, FL, 334283534
- Plan Type: DC
- Total Participants: 153
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 153 | $5.3M | $224,750 | $0 |
| 2023 | 196 | $4.8M | $249,015 | $0 |
| 2022 | 173 | $4.1M | $293,562 | $0 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY 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 | $2,614 | — | — | — | — |
| 2023 | $1,916 | — | — | — | — |
| 2022 | $1,748 | — | — | — | — |