Plan Snapshot
- Plan Sponsor: The Jewish Home For The Elderly Of Fairfield County, INC.
- Sponsor EIN: 060846991
- Sponsor Address: 4200 PARK AVENUE, BRIDGEPORT, CT, 06604
- Plan Type: 401(k)
- Total Participants: 800
- Total Assets: $32.0M
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 | 800 | $32.0M | $954,779 | $2.0M |
| 2023 | 786 | $28.8M | $892,045 | $1.8M |
| 2022 | 691 | $25.2M | $627,581 | $1.6M |
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 | — | — | $0 |
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: $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 | $154,693 | — | $9,664 | — | — |
| 2023 | $122,267 | — | $7,330 | — | — |
| 2022 | $124,645 | — | $117,568 | — | $4,385 |