# North Shore Hebrew Academy 403(b) Plan
Source: https://planprovider.pro/companies/north-shore-hebrew-academy-403b-plan

> North Shore Hebrew Academy's 403(b) plan: 239 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TEACHERS INSUR & ANNU ASSOC OF AMER|Other Service Provider|$17,099|—|$17,099|

| GLOBAL RETIREMENT PARTNERS|Other Service Provider|$12,677|—|$12,677|

| CONCIERGE RETIREMENT SERVICES, INC.|Other Service Provider|$5,980|—|$5,980|

| LILLING & COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TEACHERS INSUR & ANNU ASSOC OF AMER](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Other Service Provider

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — Other Service Provider

- [LILLING & COMPANY LLP](https://planprovider.pro/provider/lilling-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,756

- **Estimated Expense Ratio:** 0.104% 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|$36,655|$12,677|$5,980|—|—|

| 2023|$24,089|$10,232|—|—|—|

| 2022|$23,898|—|$24,026|—|—|

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