Plan Snapshot
- Plan Sponsor: Jewish Social Service Agency
- Sponsor EIN: 530196598
- Sponsor Address: 200 WOOD HILL ROAD, ROCKVILLE, MD, 20850
- Plan Type: 403(b)
- Total Participants: 406
- Total Assets: $16.2M
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 | 406 | $16.2M | $131,395 | $1.3M |
| 2023 | 399 | $14.3M | $174,835 | $1.2M |
| 2022 | 506 | $12.2M | $166,162 | $581,155 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $77,086 | — | $77,086 | — | — |
| 2023 | $52,344 | — | $52,344 | — | — |
| 2022 | $35,008 | $33,686 | $1,322 | — | — |