· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE JOYCE D. AND ANDREW J. MANDELL GREATER HARTFORD JEWISH COMMUNITY C — MANDELL JCC 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251028090612NAL0004568131001
THE JOYCE D. AND ANDREW J. MANDELL GREATER HARTFORD JEWISH COMMUNITY C
Form 5500-SF
FILING_RECEIVED
MANDELL JCC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
172
Accounts w/ balance
51
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE JOYCE D. AND ANDREW J. MANDELL GREATER HARTFORD JEWISH COMMUNITY C
.
Find decision makers
Plan sponsor
Name
THE JOYCE D. AND ANDREW J. MANDELL GREATER HARTFORD JEWISH COMMUNITY C
EIN
06-0662142
Address
ZACHS CAMPUS · 335 BLOOMFIELD AVE · WEST HARTFORD, CT · 06117
Phone
(860) 236-4571
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-10-28
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
HOME BUILDERS ASSOCIATION OF ST. LOUIS AND EASTERN MISSOURI
HOME BUILDERS ASSOCIATION OF ST. LOUIS AND EASTERN MISSOURI THRIFT PLAN
$3.1M · 10 participants
GREATER COLUMBUS ARTS COUNCIL
GREATER COLUMBUS ARTS COUNCIL 403(B) PLAN
$3.1M · 15 participants
ALTERNATIVES FOR THE OLDER ADULT
ALTERNATIVES FOR THE OLDER ADULT 403(B) PLAN
$3.1M · 74 participants
ALPHA TAU OMEGA FRATERNITY, INC.
ALPHA TAU OMEGA FRATERNITY, INC. 401(K) PLAN
$3.1M · 34 participants
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 30% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THE BUCKS COUNTY HISTORICAL SOCIETY
THE BUCKS COUNTY HISTORICAL SOCIETY'S TIAA CREF RETIREMENT
$3.1M · 41 participants
JEWISH FEDERATION OF NORTHERN NEW
TAX DEFERRED ANNUITY PLAN OF JEWISH FEDERATION OF
$3.1M · 23 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
