Plan Snapshot
- Plan Sponsor: Jewish Community Of Louisville, INC.
- Sponsor EIN: 610444765
- Sponsor Address: 3600 DUTCHMANS LN, LOUISVILLE, KY, 402053302
- Plan Type: 403(b)
- Total Participants: 335
- Total Assets: $3.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 335 | $3.8M | $234,029 | $193,205 |
| 2023 | 354 | $3.7M | $196,976 | $183,246 |
| 2022 | 125 | $3.5M | $163,740 | $168,503 |
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 |
|---|---|---|---|---|
| WELEKEN CPAS | 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 | $1,162 | — | — | — | — |
| 2023 | $451 | — | — | — | — |
| 2022 | $606 | $606 | — | — | — |