Plan Snapshot
- Plan Sponsor: The New Jewish Home
- Sponsor EIN: 131624033
- Sponsor Address: 120 WEST 106TH STREET, NEW YORK, NY, 10025
- Plan Type: DB
- Total Participants: 97
- Total Assets: $78.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 97 | $78.3M | $7.2M | $0 |
| 2023 | 106 | $74.5M | $3.2M | $0 |
| 2022 | 115 | $72.9M | $648,098 | $0 |
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 |
|---|---|---|---|---|
| OFFIT CAPITAL ADVISORS LLC | Other Service Provider | $185,754 | — | $185,754 |
| MILLIMAN | Recordkeeper | $74,634 | — | $74,634 |
| WILMINGTON TRUST COMPANY | Other Service Provider | $62,250 | — | $62,250 |
| ONEDIGITAL INVESTMENT ADVISORS, LLC | Other Service Provider | $59,676 | — | $59,676 |
| CLARKSTON CAPITAL PARTNERS | Other Service Provider | $13,012 | — | $13,012 |
| WILKINSON GLOBAL ASSET MANAGEMENT | Other Service Provider | $9,944 | — | $9,944 |
| CLIFFORD CAPITAL PARTNERS | Other Service Provider | $8,166 | — | $8,166 |
| SPYGLASS CAPITAL MANAGEMENT | Other Service Provider | $6,892 | — | $6,892 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $420,328
- Estimated Expense Ratio: 0.537% 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 | $1,153,224 | $284,921 | — | — | — |
| 2023 | $1,194,815 | $286,189 | — | — | — |
| 2022 | $1,301,094 | $343,210 | — | — | $106,169 |