Plan Snapshot
- Plan Sponsor: Kaplen Jewish Community Center On The Palisades
- Sponsor EIN: 221487220
- Sponsor Address: 411 EAST CLINTON AVE, TENAFLY, NJ, 07670
- Plan Type: 403(b)
- Total Participants: 209
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 209 | $9.5M | $0 | $0 |
| 2023 | 152 | $8.5M | $0 | $0 |
| 2022 | 148 | $7.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| SAX, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAX, 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 | $41,060 | $25,620 | $3,000 | — | — |
| 2023 | $36,256 | $36,256 | — | — | — |
| 2022 | $38,413 | $38,413 | — | — | — |