Plan Snapshot
- Plan Sponsor: Jewish Federation Of Greater Indianapolis, INC.
- Sponsor EIN: 350888017
- Sponsor Address: 6705 HOOVER ROAD, INDIANAPOLIS, IN, 46260
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 137 | $7.8M | $397,484 | $389,597 |
| 2023 | 144 | $6.3M | $359,721 | $316,698 |
| 2022 | 163 | $5.8M | $299,554 | $263,756 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $27,563 | — | $27,563 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,563
- Estimated Expense Ratio: 0.356% 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 | $58,345 | $2,763 | — | $27,563 | — |
| 2023 | $51,116 | $4,661 | — | $24,675 | — |
| 2022 | $45,811 | $10,395 | $35,416 | — | — |