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Original filing (PDF)20251014051401NAL0001039075001
JUNIPER COMMUNITIES LLC
Form 5500
FILING_RECEIVED
JUNIPER COMMUNITIES RETIREMENT PLAN
401(k) retirement plan
Active participants
1,995
Accounts w/ balance
783
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 55 bps in Schedule C fees — 90% above peer band of 29 bps.
- Only 39% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JUNIPER COMMUNITIES LLC.
Plan sponsor
Name
JUNIPER COMMUNITIES LLC
EIN
13-3458256
Address
400 BROAD ACRES DRIVE · 4TH FLOOR · BLOOMFIELD, NJ · 07003
Phone
(973) 661-8300
Industry
Health Care & Social Assistancesee 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
2025-10-14
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
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $51K | — |
Investments
16 direct securities · 2 pooled funds· $11.7M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$11.1M
16 holdings
Common Collective Trust
$588K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $2.2M | 18.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.4M | 11.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.2M | 10.3% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $1.0M | 8.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.0M | 8.7% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $760K | 6.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $645K | 5.4% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $529K | 4.5% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $442K | 3.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $432K | 3.6% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $380K | 3.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $369K | 3.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $253K | 2.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $240K | 2.0% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $228K | 1.9% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $215K | 1.8% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $156K | 1.3% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $122K | 1.0% |
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