Plan Snapshot
- Plan Sponsor: Jewish National Fund, INC.
- Sponsor EIN: 131659627
- Sponsor Address: 42 EAST 69TH STREET, NEW YORK, NY, 10021
- Plan Type: 403(b)
- Total Participants: 237
- Total Assets: $46.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 237 | $46.1M | $2.3M | $2.0M |
| 2023 | 228 | $38.7M | $2.0M | $1.7M |
| 2022 | 205 | $31.5M | $1.8M | $1.5M |
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 |
|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | Recordkeeper | $58,465 | — | $58,465 |
| THE VANGUARD GROUP, INC. | Recordkeeper | $49,500 | — | $49,500 |
| COMMONWEALTH FINANCIAL NETWORK | Investment Advisor | $41,755 | — | $41,755 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL PENSION ADVISORS — Recordkeeper
- THE VANGUARD GROUP, INC. — Recordkeeper
- COMMONWEALTH FINANCIAL NETWORK — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,720
- Estimated Expense Ratio: 0.325% 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 | $149,269 | — | — | — | — |
| 2023 | $127,899 | — | — | — | — |
| 2022 | $120,378 | — | — | — | — |