Plan Snapshot
- Plan Sponsor: Jewish Family Services Of Centra
- Sponsor EIN: 221487364
- Sponsor Address: 655 WESTFIELD AVE, ELIZABETH, NJ, 07208
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 139 | $3.4M | $48,760 | $381,205 |
| 2023 | 124 | $2.8M | $114,454 | $333,169 |
| 2022 | 126 | $2.3M | $31,081 | $264,378 |
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 |
|---|---|---|---|---|
| WILKIN AND GUTTENPLAN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILKIN AND GUTTENPLAN PC — Auditor
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 | $32,429 | $10,410 | — | — | — |
| 2023 | $29,215 | $8,614 | — | — | — |
| 2022 | $32,272 | — | — | — | — |