Plan Ledger DOL Form 5500 · updated monthly

American Jewish Committee403(b)

AJC 403(B) RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.29%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

American Jewish Committee reported $25,026 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $3,837 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.26% to 0.29%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in New York (3,675th of 5,648), and 1,703rd of 3,341 in other services. active participation has grown from 189 to 226 since 2022.

Plan summary
Net assets, end of year$9,493,057
Participants with balances277
Active participants226
Employer contributions$867,121
Employee contributions—
Employer contribution per active participant$3,837
Average account balance$34,271
Benefits paid to participants$233,227
Plan auditUnmodified (clean) audit opinion
AuditorDORFMAN, ABRAMS, MUSIC LLC
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 277 accts · $867K emplr
2023$8.0M · 257 accts · $766K emplr
2022$6.5M · 236 accts · $688K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,026
Total administrative$25,026
Employer contributions to the American Jewish Committee plan · 2024
Employer contribution per active participant$3,837
Median for plans this size$1,313
2024$3,837 per active participant
2023$3,614 per active participant
2022$3,641 per active participant

American Jewish Committee's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$25,026

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$25,026 · 0.29%
2023$18,550 · 0.26%
2022$17,584 · 0.26%
Same employer
Similar plansOther Services · New York
Vp Compliance Holdings, LLC NY$10.0M · 0.03%
Prospect Park Alliance NY$9.5M · 0.14%
Contec, LLC NY$9.3M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135563393 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.