Plan Snapshot
- Plan Sponsor: The Museum Of Jewish Heritage
- Sponsor EIN: 133376265
- Sponsor Address: 36 BATTERY PLACE, NEW YORK, NY, 10280
- Plan Type: 403(b)
- Total Participants: 59
- Total Assets: $7.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 59 | $7.2M | $113,389 | $113,389 |
| 2023 | 77 | $6.9M | $116,409 | $115,040 |
| 2022 | 134 | $5.0M | $103,131 | $100,924 |
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 |
|---|---|---|---|---|
| HMM & CO., LLP | Auditor | — | — | $0 |
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 | $200 | — | — | — | — |
| 2023 | $400 | — | — | — | — |
| 2022 | — | — | — | — | — |