Plan Snapshot
- Plan Sponsor: Jewish Senior Life
- Sponsor EIN: 223409164
- Sponsor Address: 2021 WINTON ROAD SOUTH, ROCHESTER, NY, 14618
- Plan Type: 401(k)
- Total Participants: 1,039
- Total Assets: $26.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,039 | $26.2M | $953,355 | $2.5M |
| 2023 | 883 | $22.8M | $881,233 | $2.3M |
| 2022 | 835 | $18.6M | $773,299 | $2.0M |
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 |
|---|---|---|---|---|
| FREED MAXICK P.C. | Auditor | — | — | $0 |
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 | $106,533 | $2,958 | — | — | — |
| 2023 | $89,708 | $1,946 | — | — | — |
| 2022 | $102,546 | $1,185 | — | — | — |