Plan Snapshot
- Plan Sponsor: Joseph Kushner Hebrew Academy
- Sponsor EIN: 221520392
- Sponsor Address: 110 SOUTH ORANGE AVE, LIVINGSTON, NJ, 070394904
- Plan Type: 403(b)
- Total Participants: 130
- Total Assets: $26.0M
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 | 130 | $26.0M | $156,091 | $556,055 |
| 2023 | 123 | $22.7M | $147,428 | $539,356 |
| 2022 | 129 | $18.9M | $142,728 | $539,809 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | $326 | — | $326 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $326
- Estimated Expense Ratio: 0.001% 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 | $42,852 | — | $42,526 | $326 | — |
| 2023 | $33,329 | $10,509 | $11,472 | $11,200 | — |
| 2022 | $32,027 | $2,542 | — | — | $20,310 |