Plan Snapshot
- Plan Sponsor: Jewish Home Family, INC.
- Sponsor EIN: 260493240
- Sponsor Address: 10 LINK DRIVE, ROCKLEIGH, NJ, 07647
- Plan Type: 401(k)
- Total Participants: 371
- Total Assets: $19.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 371 | $19.8M | $148,264 | $1.6M |
| 2023 | 372 | $17.8M | $115,090 | $1.4M |
| 2022 | 375 | $15.4M | $81,006 | $1.3M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $15,750 | — | $15,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,750
- Estimated Expense Ratio: 0.080% 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 | $78,682 | $6,679 | — | $15,750 | — |
| 2023 | $72,335 | $5,116 | — | $26,256 | — |
| 2022 | $35,160 | $4,460 | — | — | $30,700 |