Plan Snapshot
- Plan Sponsor: United Jewish Appeal-Federation Of Jewish Philanthropies Of Ny
- Sponsor EIN: 510172429
- Sponsor Address: 130 EAST 59TH STREET, NEW YORK, NY, 100221302
- Plan Type: DB
- Total Participants: 5,001
- Total Assets: $555.5M
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 | 5,001 | $555.5M | $0 | $0 |
| 2023 | 4,717 | $505.8M | $0 | $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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $10,234 | — | $10,234 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,234
- Estimated Expense Ratio: 0.002% 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 | $4,668,400 | $2,319,824 | — | $10,234 | — |
| 2023 | $5,848,497 | $3,015,391 | — | — | $1,711,617 |