Plan Snapshot
- Plan Sponsor: Jewish Community Centers Of Greater Boston, INC.
- Sponsor EIN: 042317972
- Sponsor Address: 333 NAHANTON STREET, NEWTON, MA, 02459
- Plan Type: 403(b)
- Total Participants: 208
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 208 | $8.1M | $0 | $639,765 |
| 2023 | 362 | $7.8M | $0 | $679,763 |
| 2022 | 331 | $7.1M | $0 | $665,456 |
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 |
|---|---|---|---|---|
| RPW SOLUTIONS, LLC. | Recordkeeper | $15,782 | — | $15,782 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $12,114 | — | $12,114 |
| GLOBAL RETIREMENT PARTNERS, LLC | Investment Advisor | $7,891 | — | $7,891 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,787
- Estimated Expense Ratio: 0.440% 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 | $34,362 | $7,891 | $15,782 | — | — |
| 2023 | $32,131 | — | — | — | — |
| 2022 | $37,828 | — | — | — | — |