Plan Snapshot
- Plan Sponsor: Judson
- Sponsor EIN: 340714539
- Sponsor Address: 2181 AMBLESIDE DRIVE, CLEVELAND, OH, 44105
- Plan Type: 403(b)
- Total Participants: 112
- Total Assets: $628,553
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 112 | $628,553 | $157,245 | $602,939 |
| 2023 | 434 | $9.6M | $261,100 | $945,919 |
| 2022 | 468 | $8.4M | $259,575 | $901,265 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & CO 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 | $24,709 | $12,976 | $1,600 | — | — |
| 2023 | $49,614 | $21,659 | $27,955 | — | — |
| 2022 | $68,708 | $22,168 | $46,540 | — | — |