Plan Snapshot
- Plan Sponsor: Lerfuah Medical And Rehabilitation Center INC. Dba Ezra Medical Center
- Sponsor EIN: 113535388
- Sponsor Address: 1312 38TH STREET, BROOKLYN, NY, 11218
- Plan Type: 403(b)
- Total Participants: 247
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 247 | $5.2M | $232,156 | $816,025 |
| 2023 | 254 | $3.8M | $217,651 | $690,441 |
| 2022 | 221 | $2.3M | $194,077 | $613,465 |
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 |
|---|---|---|---|---|
| BLATT & DAUMAN 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 | $39,082 | — | $39,082 | — | — |
| 2023 | $33,217 | — | $33,217 | — | — |
| 2022 | $22,546 | $11,637 | $10,909 | — | — |