Plan Snapshot
- Plan Sponsor: Marcus Jewish Community Center Of Atlanta
- Sponsor EIN: 580566126
- Sponsor Address: 5342 TILLY MILL RD, DUNWOODY, GA, 303384426
- Plan Type: 403(b)
- Total Participants: 99
- Total Assets: $12.5M
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 | 99 | $12.5M | $108,058 | $577,282 |
| 2023 | 105 | $11.4M | $107,473 | $595,822 |
| 2022 | 96 | $9.9M | $99,735 | $513,026 |
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 |
|---|---|---|---|---|
| BDO USA, PC | 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 | $57,173 | — | $57,173 | — | — |
| 2023 | $31,043 | — | $31,043 | — | — |
| 2022 | $22,596 | — | $22,596 | — | — |