# Joseph Kushner Hebrew Academy 403(b) Plan
Source: https://planprovider.pro/companies/joseph-kushner-hebrew-academy-403b-plan

> Joseph Kushner Hebrew Academy's 403(b) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/caron-bletzer) — 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|

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