Back to filter
Original filing (PDF)20251015183352NAL0010765650001
JEROME HOME
Form 5500
FILING_RECEIVED
JEROME HOME 401(K) PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
186
Accounts w/ balance
218
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
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)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds Moderate G/I Portfolio R6 Fund" is 25% of plan.
Helping the score
- Below-peer total fees (35 bps vs 52 bps peer median).
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
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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 INS. CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS INC | — | FARMINGTON, CT | CONTRACT ADMIN | $2K | — |
Investments
29 direct securities· $3.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Moderate G/I Portfolio R6 Fund | — | — | — | $913K | 25.5% | |
| JP Morgan US Research Enhanced Equity R6 | — | — | — | $734K | 20.5% | |
| Empower Annuity Insurance Company of America Guaranteed Interest Fund | — | — | — | $603K | 16.9% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $238K | 6.7% | |
| American Funds EuroPacific Growth R6 Fund | — | — | — | $161K | 4.5% | |
| T. Rowe Price T. Rowe Price Retirement 2035 | — | — | — | $122K | 3.4% | |
| T. Rowe Price T. Rowe Price Retirement 2055 | — | — | — | $107K | 3.0% | |
| T. Rowe Price T. Rowe Price Retirement 2040 | — | — | — | $92K | 2.6% | |
| Dodge and Cox Income Fund Class I | — | — | — | $90K | 2.5% | |
| with maturities through 2029 | — | — | — | $80K | 2.2% | |
| T. Rowe Price T. Rowe Price Retirement 2050 | — | — | — | $65K | 1.8% | |
| T. Rowe Price T. Rowe Price Retirement 2045 | — | — | — | $62K | 1.7% | |
| PIMCO Income Fund Institutional Class | — | — | — | $45K | 1.3% | |
| T. Rowe Price T. Rowe Price Retirement 2030 | — | — | — | $43K | 1.2% | |
| GQC Partners Emerging Markets Equity R6 | — | — | — | $41K | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 | — | — | — | $40K | 1.1% | |
| PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund | — | — | — | $31K | 0.9% | |
| Vanguard 500 Index Fund Admiral Class | — | — | — | $30K | 0.8% | |
| T. Rowe Price T. Rowe Price Retirement 2020 | — | — | — | $19K | 0.5% | |
| American Beacon Large Cap Value Fund Institutional Class | — | — | — | $17K | 0.5% | |
| ishares MSCI EAFE International Index K | — | — | — | $11K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2010 | — | — | — | $9K | 0.3% | |
| Vanguard Growth Index Admiral | — | — | — | $7K | 0.2% | |
| Cohen & Steers Realty Shares L | — | — | — | $6K | 0.2% | |
| Vanguard Small Cap Index Fund Admiral Shares | — | — | — | $6K | 0.2% | |
| Allspring Special Mid-Cap Value R6 Fund | — | — | — | $6K | 0.2% | |
| Janus Henderson Enterprise Fund Class N | — | — | — | $5K | 0.1% | |
| Allspring Small Company Growth R6 Fund | — | — | — | $4K | 0.1% | |
| American Beacon Small Cap Value Fund Institutional Class | — | — | — | $3K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INS. CO OF AMERICA
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL IND
DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY
$8.0B · 23,406 participants
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN
ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN
$7.3B · 28,341 participants
INDIANA UNIVERSITY HEALTH INC.
IU HEALTH 401(K) SAVINGS PLAN
$4.5B · 40,158 participants
ARTHUR J. GALLAGHER (ILLINIOS), LLC.
ARTHUR J. GALLAGHER & CO. EMPLOYEES SAVINGS AND THRIFT PLAN
$3.9B · 23,895 participants
MEDSTAR HEALTH, INC.
MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN
$3.5B · 35,033 participants
Similar-size Health Care & Social Assistance plans
ARDMORE ENTERPRISES, INC.
ARDMORE ENTERPRISES, INC. 403(B) PENSION PLAN
$3.6M · 313 participants
COLONY RETIREMENT HOMES, INC.
COLONY RETIREMENT HOMES, INC. 403(B) PLAN
$3.6M · 43 participants
HEBREW HOMES HEALTH NETWORK
HEBREW HOMES HEALTH NETWORK 401K PLAN
$3.6M
HALE HO ALOHA, INC.
HALE HO ALOHA, INC. PROFIT SHARING PLAN
$3.6M · 76 participants
BAY VILLAGE OF SARASOTA INC.
BAY VILLAGE OF SARASOTA INC. TAX SHELTERED ANNUITY 403B PLAN
$3.6M · 166 participants
GUARDIAN ANGELS - ELIM HOME CARE INC DBA TRINITI HOME HEALTH AND HOSPI
TRINITI HOME HEALTH AND HOSPICE TAX DEFERRED ANNUITY PLAN
$3.6M · 61 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B