Plan Snapshot
- Plan Sponsor: The Rabbi Harry H. Epstein School, INC.
- Sponsor EIN: 581164034
- Sponsor Address: 335 COLEWOOD WAY, NW, ATLANTA, GA, 30328
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $20.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 164 | $20.8M | $336,115 | $836,827 |
| 2023 | 182 | $19.0M | $302,658 | $776,757 |
| 2022 | 69 | $16.2M | $271,750 | $703,935 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | 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 | $71,494 | $47,045 | $24,449 | — | — |
| 2023 | $65,383 | — | $45,528 | — | — |
| 2022 | $49,473 | $49,473 | — | — | — |