Plan Snapshot
- Plan Sponsor: Jewish Home Of Eastern Pennsyl
- Sponsor EIN: 240798701
- Sponsor Address: 1101 VINE ST, SCRANTON, PA, 185102126
- Plan Type: 403(b)
- Total Participants: 195
- Total Assets: $2.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 195 | $2.3M | $20,650 | $144,347 |
| 2023 | 187 | $3.3M | $15,928 | $159,688 |
| 2022 | 155 | $3.5M | $14,708 | $165,303 |
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 |
|---|---|---|---|---|
| ROBERT ROSSI & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERT ROSSI & COMPANY — 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 | $756 | — | — | — | — |
| 2023 | $453 | — | — | — | — |
| 2022 | $509 | — | — | — | — |