Original filing (PDF)20250725075400NAL0003016483001

JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC.

Name: JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. — JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC.

Form 5500

FILING_RECEIVED

JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN

403(b) retirement plan

Signals · 1

High average account balance

Active participants

208

Accounts w/ balance

112

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC..

Plan sponsor

Name

JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC.

EIN

04-2317972

Address

333 NAHANTON STREET · NEWTON, MA · 02459

Phone

(617) 558-6522

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

AAFCPAS, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$12K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS, LLC	—	SAN RAPHAEL, CA	BROKER DEALER OF ADVISOR	$8K	—

Investments

31 direct securities· $8.1M(100% of reported assets)

					% of plan
Party-In- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value T. Rowe Price Retirement I 2030 I Mutual Fund	Other securities	—	—	$1.1M	14.0%
T. Rowe Price Retirement I 2025 I Mutual Fund	Other securities	—	—	$1.1M	13.0%
T. Rowe Price Retirement I 2035 I Mutual Fund	Other securities	—	—	$862K	10.6%
Fidelity 500 Index Mutual Fund	Other securities	—	—	$696K	8.6%
T. Rowe Price Retirement I 2040 I Mutual Fund	Other securities	—	—	$629K	7.7%
Vanguard Equity-Income Admiral Mutual Fund	Other securities	—	—	$608K	7.5%
Fidelity Extended Market Index Mutual Fund	Other securities	—	—	$481K	5.9%
Guaranteed Interest Fund Fixed Annuity Contract	Other securities	—	—	$320K	3.9%
T. Rowe Price Retirement I 2045 I Mutual Fund	Other securities	—	—	$266K	3.3%
T. Rowe Price Retirement I 2020 I Mutual Fund	Other securities	—	—	$219K	2.7%
T. Rowe Price Retirement I 2050 I Mutual Fund	Other securities	—	—	$204K	2.5%
MFS Growth R6 Mutual Fund	Other securities	—	—	$196K	2.4%
T. Rowe Price Retirement I 2055 I Mutual Fund	Other securities	—	—	$171K	2.1%
TCW MetWest Total Return Bond Plan Mutual Fund	Other securities	—	—	$165K	2.0%
MFS International Diversification R6 Mutual Fund	Other securities	—	—	$161K	2.0%
Vanguard Sycamore Established Value I Mutual Fund	Other securities	—	—	$140K	1.7%
T. Rowe Price Mid-Cap Growth I Mutual Fund	Other securities	—	—	$130K	1.6%
Fidelity Advisor Strategic Income I Mutual Fund	Other securities	—	—	$127K	1.6%
T. Rowe Price Retirement I 2060 I Mutual Fund	Other securities	—	—	$116K	1.4%
BlackRock Global Allocation K Mutual Fund	Other securities	—	—	$108K	1.3%
Vanguard Interm-Term Treasury Admiral Mutual Fund	Other securities	—	—	$101K	1.2%
Vanguard Inflation-Protected Secs Admiral Mutual Fund	Other securities	—	—	$58K	0.7%
Fidelity Total International Index Mutual Fund	Other securities	—	—	$40K	0.5%
T. Rowe Price Retirement Balanced I Mutual Fund	Other securities	—	—	$33K	0.4%
Neuberger Berman Small Cap Growth R6 Mutual Fund	Other securities	—	—	$30K	0.4%
Undiscovered Mgrs Behavioral Value R6 Mutual Fund	Other securities	—	—	$30K	0.4%
through May 2027 -	Other securities	—	—	$14K	0.2%
Principal High Yield Inst Mutual Fund	Other securities	—	—	$8K	<0.1%
PGIM Global Real Estate R6 Mutual Fund	Other securities	—	—	$6K	<0.1%
T. Rowe Price Retirement I 2065 I Mutual Fund	Other securities	—	—	$6K	<0.1%
T. Rowe Price Retirement I 2015 I Mutual Fund	Other securities	—	—	$2K	<0.1%

1–31 of 31

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$4.8M Fidelity$1.3M Vanguard$908K BlackRock / iShares$108K Neuberger Berman$30K Prudential / PGIM$6K

Service providers (Schedule C)

Investments

Fund families in this plan

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