Plan Snapshot
- Plan Sponsor: Metropolitan Jewish Health System, INC.
- Sponsor EIN: 113538697
- Sponsor Address: 55 WATER STREET, NEW YORK, NY, 10041
- Plan Type: DC
- Total Participants: 2,006
- Total Assets: $161.1M
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 | 2,006 | $161.1M | $9.5M | $0 |
| 2023 | 1,920 | $141.8M | $8.1M | $0 |
| 2022 | 1,915 | $122.1M | $8.3M | $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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | Recordkeeper | $206,340 | — | $206,340 |
| HANYS BENEFIT SERVICESE | Investment Advisor | $96,516 | — | $96,516 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — Recordkeeper
- HANYS BENEFIT SERVICESE — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $302,856
- Estimated Expense Ratio: 0.188% 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 | $187,228 | $96,516 | $90,712 | — | — |
| 2023 | $173,651 | $94,188 | $79,463 | — | — |
| 2022 | $218,240 | $93,841 | $124,399 | — | — |