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Original filing (PDF)20250930091233NAL0005408323001
AMERICAN JEWISH COMMITTEE
Form 5500
FILING_RECEIVED
THE RETIREMENT PLAN FOR THE EMPLOYEES OF THE AMERICAN JEWISH COMMITTEE
Defined-benefit pension plan
Active participants
22
Accounts w/ balance
—
Plan assets (EOY)
$28.9M
Net assets (EOY)
$28.9M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Participation health
100
Knocking points off
- 62 bps in Schedule C fees — 113% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN JEWISH COMMITTEE.
Plan sponsor
Name
AMERICAN JEWISH COMMITTEE
EIN
13-5563393
Address
165 EAST 56TH STREET · NEW YORK, NY · 10022
Phone
(212) 751-4000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
RETIREMENT PLAN COMMITTEE
EIN
13-2890170
City
NEW YORK, NY
Phone
(212) 751-4000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | NONE | $75K | — |
| BROWN ADVISORY, LLC | 26-4560299 | — | NONE | $44K | — |
| USI CONSULTING GROUP | 13-4032401 | — | NONE | $32K | — |
| GRANT THORNTON | 36-6055558 | — | NONE | $28K | — |
Investments
22 direct securities· $27.8M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual funds | — | — | $4.6M | $5.1M | 17.7% | |
| Voya Intermediate Bond Fund Open-End Fund Debt fund | — | — | $3.7M | $3.7M | 12.7% | |
| Brown Advisory Global Leaders Fund Mutual funds | — | — | $2.5M | $2.6M | 9.1% | |
| PIMCO Mortgage Opportunities and Bond Fund Debt fund | — | — | $2.6M | $2.5M | 8.7% | |
| J.P. Morgan U.S. Treasury Securities Monthly variable 12/31/2049 | — | — | $2.1M | $2.1M | 7.1% | |
| Vanguard Intermediate-Term Treasury Fund Debt fund | — | — | $2.0M | $2.0M | 6.8% | |
| Artisan Global Value Fund Mutual funds | — | — | $1.6M | $1.7M | 5.8% | |
| Lazard Global Listed Infrastructure Port Fund Mutual funds | — | — | $1.6M | $1.6M | 5.6% | |
| Metropolitan West Unconstrained Bond Fund Debt fund | — | — | $1.5M | $1.5M | 5.3% | |
| Artisan High Income Fund Debt fund | — | — | $1.2M | $1.2M | 4.1% | |
| AG DLI IV Annex LP Alternative investments | — | — | $745K | $927K | 3.2% | |
| Brown Advisory (Bermuda) Global Managers (Tiger Global Long Opportunities) Alternative investments | — | — | $1.0M | $838K | 2.9% | |
| Diameter Offshore Fund LP Alternative investments | — | — | $110K | $754K | 2.6% | |
| Elliott International Ltd Alternative investments | — | — | $272K | $584K | 2.0% | |
| Deerpath Capital Advantage Strategies Fund Alternative investments | — | — | $502K | $558K | 1.9% | |
| Varde Investment Partners (Offshore), LTD Alternative investments | — | — | $57K | $91K | 0.3% | |
| Braidwell Partners L.P. Alternative investments | — | — | $87K | $59K | 0.2% | |
| TPG-Axon Partners (Offshore) Ltd Alternative investments | — | — | $22K | $24K | <0.1% | |
| Centerbridge Credit Partners Offshore Alternative investments 1 - | — | — | — | $12K | <0.1% | |
| Cerebus International Spv Ltd Alternative investments | — | — | $1K | $9K | <0.1% | |
| Altimeter Offshore Ltd Open-End Fund USD Alternative investments | — | — | $28K | $5K | <0.1% | |
| Eton Park Overseas Fund Ltd Alternative investments 0 33 307 Farallon Capital Instil Partners Alternative investments 334 | — | — | — | $1K | <0.1% |