Plan Snapshot
- Plan Sponsor: Parker Jewish Institute For Health Care And Rehabilitation
- Sponsor EIN: 132631069
- Sponsor Address: 271-11 76 TH AVENUE, NEW HYDE PARK, NY, 11040
- Plan Type: DB
- Total Participants: 46
- Total Assets: $24.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 46 | $24.3M | $1.2M | $0 |
| 2023 | 47 | $27.5M | $1.0M | $0 |
| 2022 | 68 | $27.1M | $1.2M | $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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL, L.L.P. | Auditor | $4,000 | — | $4,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,000
- Estimated Expense Ratio: 0.016% 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 | $527,966 | $119,652 | $18,215 | $4,000 | — |
| 2023 | $490,279 | $133,756 | $35,488 | — | — |
| 2022 | $561,766 | $149,846 | $22,828 | — | $71,296 |