# The Young Men'S And Young Women'S Hebrew Associa 403(b) Plan
Source: https://planprovider.pro/companies/the-young-men-s-and-young-women-s-hebrew-associa-403b-plan

> The Young Men'S And Young Women'S Hebrew Associa's 403(b) plan: 634 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|

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