# Samuel And Althea Stroum Jewish Community Center 403(b) Plan
Source: https://planprovider.pro/companies/samuel-and-althea-stroum-jewish-community-center-403b-plan-001

> Samuel And Althea Stroum Jewish Community Center's 403(b) plan: 73 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Samuel And Althea Stroum Jewish Community Center

- **Sponsor EIN:** 900953408

- **Sponsor Address:** 3801 EAST MERCER WAY, MERCER ISLAND, WA, 98040

- **Plan Type:** 403(b)

- **Total Participants:** 73

- **Total Assets:** $1.9M

## 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|73|$1.9M|$158,577|$0|

| 2023|125|$1.7M|$125,622|$0|

| 2022|110|$1.4M|$123,131|$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|

| SWEENEY CONRAD, P.S.|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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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