Plan Snapshot
- Plan Sponsor: The Young Men'S And Young Women'S Hebrew Associa
- Sponsor EIN: 131624229
- Sponsor Address: 1395 LEXINGTON AVENUE, NEW YORK, NY, 10128
- Plan Type: 403(b)
- Total Participants: 634
- Total Assets: $30.5M
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 | 634 | $30.5M | $9,397 | $2.1M |
| 2023 | 569 | $26.2M | $0 | $1.8M |
| 2022 | 509 | $23.8M | $0 | $1.6M |
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 |
|---|---|---|---|---|
| TIAA | RECORDKEEPER | $45,578 | — | $45,578 |
| ALLIANT INSURANCE SERVICES | SERVICE PROVIDER | $27,078 | — | $27,078 |
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,656
- Estimated Expense Ratio: 0.238% 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 | $81,944 | — | $81,944 | — | — |
| 2023 | $66,682 | — | $66,682 | — | — |
| 2022 | $58,658 | — | — | — | $58,658 |