Plan Snapshot
- Plan Sponsor: North Shore Hebrew Academy
- Sponsor EIN: 112200920
- Sponsor Address: 16 CHERRY LANE, GREAT NECK, NY, 11024
- Plan Type: 403(b)
- Total Participants: 239
- Total Assets: $34.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 239 | $34.4M | $267,559 | $543,729 |
| 2023 | 216 | $32.0M | $271,588 | $566,163 |
| 2022 | 190 | $28.1M | $242,030 | $519,084 |
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 |
|---|---|---|---|---|
| LILLING & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LILLING & COMPANY 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 | $36,655 | $12,677 | $5,980 | — | — |
| 2023 | $24,089 | $10,232 | — | — | — |
| 2022 | $23,898 | — | $24,026 | — | — |