# The Emery Weiner Center For Jewish Education 403(b) Plan
Source: https://planprovider.pro/companies/the-emery-weiner-center-for-jewish-education-403b-plan

> The Emery Weiner Center For Jewish Education's 403(b) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/blazek-and-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|—|—|

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