How big is Congregation B'NAI Tzedek's plan?

Congregation B'NAI Tzedek's plan reported $3.1M in assets and 29 participants for 2024.

Original filing (PDF)20250715143334NAL0001694819001

Congregation B'NAI Tzedek

Name: Congregation B'NAI Tzedek — Congregation B'NAI, Form 5500 (2024)
Creator: Congregation B'NAI Tzedek
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Congregation B'NAI Tzedek 403(b) Plan

403(b) retirement plan · Congregation B'NAI Tzedek's Congregation B'NAI Tzedek 403(b) Plan held $3.1M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Carrie Hirshfield signed Congregation B'NAI Tzedek's 2024 Form 5500 as plan administrator.

Carrie Hirshfield — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Congregation B'NAI Tzedek's EIN is 52-1619672.

EIN 52-1619672

Plan number 001

Plan year 2024

ACK ID 20250715143334NAL0001694819001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Congregation B'NAI Tzedek from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Congregation B'NAI Tzedek's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONGREGATION B'NAI TZEDEK.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score