Plan Snapshot
- Plan Sponsor: The Emery Weiner Center For Jewish Education
- Sponsor EIN: 741990541
- Sponsor Address: 9825 STELLA LINK RD, HOUSTON, TX, 770254604
- Plan Type: 403(b)
- Total Participants: 105
- Total Assets: $13.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 105 | $13.4M | $338,127 | $673,993 |
| 2023 | 103 | $11.3M | $237,908 | $638,861 |
| 2022 | 103 | $9.7M | $226,415 | $630,553 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $79,194 | — | $79,194 |
| B. RILEY WEALTH ADVISORS, INC. | INVESTMENT ADVISORY | — | $46,389 | $46,389 |
| BLAZEK & VETTERLING | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLAZEK & VETTERLING — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,583
- Estimated Expense Ratio: 0.936% 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 | $79,194 | — | $79,194 | — | — |
| 2023 | $74,055 | — | $74,055 | — | — |
| 2022 | $72,203 | — | $72,203 | — | — |