# United Jewish Appeal-Federation Of Jewish Philanthropies Of Ny DB Plan
Source: https://planprovider.pro/companies/united-jewish-appeal-federation-of-jewish-philanthropies-of-ny-plan

> United Jewish Appeal-Federation Of Jewish Philanthropies Of Ny's DB plan: 5,001 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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