Plan Snapshot
- Plan Sponsor: The Jewish Federations Of North America
- Sponsor EIN: 131624240
- Sponsor Address: 25 BROADWAY, NEW YORK, NY, 10004
- Plan Type: 403(b)
- Total Participants: 175
- Total Assets: $26.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 175 | $26.4M | $771,253 | $1.5M |
| 2023 | 153 | $22.8M | $632,770 | $1.4M |
| 2022 | 158 | $19.2M | $686,321 | $1.4M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
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 | $7,883 | — | $7,883 | — | — |
| 2023 | $5,987 | — | $5,987 | — | — |
| 2022 | $8,406 | — | $8,406 | — | — |