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Original filing (PDF)20251015183435NAL0005375633001
JEROME HOME
Form 5500
FILING_RECEIVED
JEROME HOME 403(B) PLAN
403(b) retirement plan
Active participants
302
Accounts w/ balance
350
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEROME HOME.
Plan sponsor
Name
JEROME HOME
EIN
06-0646690
Address
975 CORBIN AVENUE · NEW BRITAIN, CT · 06052
Phone
(860) 356-8216
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE OF AMERIC | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS, INC. | — | FARMINGTON, CT | CONTRACT ADMIN | $7K | — |
Investments
29 direct securities· $6.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Moderate G/I Portfolio R6 | — | — | — | $1.4M | 23.5% | |
| Empower Annuity Insurance Company of America Guaranteed Interest Fund | — | — | — | $892K | 14.8% | |
| JP Morgan US Research Enhanced Equity R6 | — | — | — | $841K | 14.0% | |
| T. Rowe Price T. Rowe Price Retirement 2035 | — | — | — | $545K | 9.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $404K | 6.7% | |
| American Funds EuroPacific Growth R6 Fund | — | — | — | $280K | 4.7% | |
| T. Rowe Price T. Rowe Price Retirement 2055 | — | — | — | $233K | 3.9% | |
| T. Rowe Price T. Rowe Price Retirement 2040 | — | — | — | $208K | 3.5% | |
| Dodge and Cox Income Fund Class I | — | — | — | $193K | 3.2% | |
| T. Rowe Price T. Rowe Price Retirement 2045 | — | — | — | $114K | 1.9% | |
| T. Rowe Price T. Rowe Price Retirement 2050 | — | — | — | $99K | 1.6% | |
| Vanguard 500 Index Fund Admiral Class | — | — | — | $92K | 1.5% | |
| T. Rowe Price T. Rowe Price Retirement 2025 | — | — | — | $84K | 1.4% | |
| GQG Partners Emerging Markets Equity R6 | — | — | — | $79K | 1.3% | |
| PIMCO Income INSTL | — | — | — | $78K | 1.3% | |
| PIMCO Institutional Bond (USD -Hedged) INST | — | — | — | $71K | 1.2% | |
| T. Rowe Price T. Rowe Price Retirement 2030 | — | — | — | $67K | 1.1% | |
| American Beacon Large Cap Value R5 | — | — | — | $58K | 1.0% | |
| Vanguard Growth Index ADM | — | — | — | $44K | 0.7% | |
| with maturities through 2029 | — | — | — | $41K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2020 | — | — | — | $34K | 0.6% | |
| ishares MSCI EAFE International Index K | — | — | — | $30K | 0.5% | |
| Vanguard Small Cap Index Fund Admiral Shares | — | — | — | $25K | 0.4% | |
| Cohen & Steers Realty Shares Fund Class L | — | — | — | $24K | 0.4% | |
| Allspring Special Mid-Cap Value R6 | — | — | — | $19K | 0.3% | |
| Janus Henderson Enterprise Fund Class N | — | — | — | $18K | 0.3% | |
| Allspring Small Company Growth R6 | — | — | — | $14K | 0.2% | |
| American Beacon Small Cap Value R5 | — | — | — | $9K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2015 | — | — | — | $3K | <0.1% |