Original filing (PDF)20251009120958NAL0010906544001

Conference on Jewish Material Claims Against Germany, Inc.

Name: Conference on Jewish Material Claims Against Germany, Inc. — Form 5500 Plan 001 (2024)
Creator: Conference on Jewish Material Claims Against Germany, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Claims Conference 401(k) Plan

401(k) retirement plan · Conference on Jewish Material Claims Against Germany, Inc.'s Claims Conference 401(k) Plan held $15.4M in plan assets for 165 participants in 2024, with Empower as recordkeeper.

Signals · 1

26% in single holding

Active participants

165

Accounts w/ balance

157

Plan assets (EOY)

$15.4M

Net assets (EOY)

$15.4M

Plan identifiers

Conference on Jewish Material Claims Against Germany, Inc.'s EIN is 13-1677841.

EIN 13-1677841

Plan number 001

Plan year 2024

ACK ID 20251009120958NAL0010906544001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Conference on Jewish Material Claims Against Germany, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Conference on Jewish Material Claims Against Germany, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONFERENCE ON JEWISH MATERIAL CLAIMS AGAINST GERMANY, INC.

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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

Total administrative cost in the bottom quartile of peers (25th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

CONFERENCE ON JEWISH MATERIAL CLAIMS AGAINST GERMANY, INC

EIN

all filings

Address

1359 BROADWAY · SUITE 2000 · NEW YORK, NY · 10018

Phone

(646) 485-2031

Industry

Other Services (ex. Public Admin)

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

2025-10-09

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)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER LIFE & ANNUITY INSURANCE	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$23K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$3K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
MAGII PENSION SERVICES, LLC

Investments

31 direct securities· $15.4M(100% of reported assets)

Mutual Funds

$12.8M

23 holdings

Common Collective Trusts

$2.0M

1 holding

Other securities

$364K

5 holdings

Common Stocks

$165K

1 holding

Bonds / Notes

$89K

1 holding

					% of plan
American Funds American Funds 2030 Trgt Date Retire R6	Mutual Funds	—	—	$4.1M	26.5%
Fidelity 500 Index	Common Collective Trusts	—	—	$2.0M	13.3%
American Funds American Funds 2035 Trgt Date Retire R6	Mutual Funds	—	—	$1.8M	11.8%
American Funds American Funds 2025 Trgt Date Retire R6	Mutual Funds	—	—	$1.3M	8.4%
American Funds American Funds 2050 Trgt Date Retire R6	Mutual Funds	—	—	$1.2M	7.7%
American Funds American Funds 2045 Trgt Date Retire R6	Mutual Funds	—	—	$1.1M	7.2%
American Funds American Funds 2040 Trgt Date Retire R6	Mutual Funds	—	—	$591K	3.8%
Putnam Large Cap Growth R6	Mutual Funds	—	—	$590K	3.8%
Fidelity US Bond Index	Mutual Funds	—	—	$352K	2.3%
Fidelity Mid Cap Index	Mutual Funds	—	—	$287K	1.9%
Fidelity International Index	Mutual Funds	—	—	$250K	1.6%
American Funds American Funds 2055 Trgt Date Retire R6	Mutual Funds	—	—	$225K	1.5%
American Funds American Funds 2020 Trgt Date Retire R6	Mutual Funds	—	—	$224K	1.5%
American Funds American Funds 2060 Trgt Date Retire R6	Mutual Funds	—	—	$213K	1.4%
BlackRock Technology Opportunities K	Other securities	—	—	$183K	1.2%
Fixed Annuities Empower Life & Annuity * Insurance Company of New York EI Fixed Account - Series Class I	Common Stocks	—	—	$165K	1.1%
Fidelity Advisor Investment Gr Bd Z	Mutual Funds	—	—	$131K	0.8%
American Funds American Funds 2065 Trgt Date Retire R6	Mutual Funds	—	—	$122K	0.8%
Participant Loans Interest rates ranging from 4.25% to 9.50% -	Bonds / Notes	—	—	$89K	0.6%
Fidelity Emerging Markets Index	Mutual Funds	—	—	$87K	0.6%
American Funds American Funds 2015 Trgt Date Retire R6	Mutual Funds	—	—	$73K	0.5%
BlackRock Mid-Cap Growth Equity K	Other securities	—	—	$68K	0.4%
PGIM Global Total Return R6	Other securities	—	—	$54K	0.3%
JPMorgan Global Bond Opportunities R6	Other securities	—	—	$35K	0.2%
Franklin Real Estate Securities R6	Mutual Funds	—	—	$35K	0.2%
Fidelity Advisor Health Care Z	Mutual Funds	—	—	$29K	0.2%
BlackRock High Yield Bond Portfolio K	Other securities	—	—	$24K	0.2%
American Funds American Funds New World R6	Mutual Funds	—	—	$18K	0.1%
American Funds American Funds American Balanced R6	Mutual Funds	—	—	$17K	0.1%
Alger Small Cap Focus Y	Mutual Funds	—	—	$13K	<0.1%
Fidelity International Capital Appreciation K6	Mutual Funds	—	—	$5K	<0.1%