Plan Snapshot
- Plan Sponsor: The Jewish Community Center Of Greater Kansas City
- Sponsor EIN: 440545992
- Sponsor Address: 5801 W 115TH ST STE 101, OVERLAND PARK, KS, 662111800
- Plan Type: 403(b)
- Total Participants: 591
- Total Assets: $8.7M
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 | 591 | $8.7M | $381,978 | $407,388 |
| 2023 | 517 | $7.2M | $331,996 | $385,795 |
| 2022 | 490 | $5.5M | $244,590 | $319,714 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $30,672 | — | $30,672 |
| RUBINBROWN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- RUBINBROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,672
- Estimated Expense Ratio: 0.353% 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 | $30,672 | — | $30,672 | — | — |
| 2023 | $39,168 | $14,996 | $24,172 | — | — |
| 2022 | $9,473 | $3,141 | $6,332 | — | — |