Plan Snapshot
- Plan Sponsor: The Associated Jewish Community Federation Of Baltimore
- Sponsor EIN: 520607957
- Sponsor Address: 5700 PARK HEIGHTS AVE, BALTIMORE, MD, 21215
- Plan Type: 401(k)
- Total Participants: 679
- Total Assets: $63.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 679 | $63.3M | $1.6M | $3.2M |
| 2023 | 662 | $57.6M | $1.4M | $3.0M |
| 2022 | 599 | $51.5M | $1.3M | $2.7M |
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 |
|---|---|---|---|---|
| ELLIN & TUCKER, CHARTERED | Auditor | $18,500 | — | $18,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIN & TUCKER, CHARTERED — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,500
- Estimated Expense Ratio: 0.029% 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 | $136,794 | $32,912 | — | $18,500 | — |
| 2023 | $123,981 | $31,664 | $3,900 | $18,000 | — |
| 2022 | $124,397 | $30,740 | — | — | $17,500 |