Original filing (PDF)20250702102047NAL0031281074001

JEWISH COMMUNITY FEDERATION OF

Name: JEWISH COMMUNITY FEDERATION OF — 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER, NEW YORK, INC., Form 5500 (2024)
Creator: JEWISH COMMUNITY FEDERATION OF

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER, NEW YORK, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEWISH COMMUNITY FEDERATION OF.

Plan sponsor

Name

JEWISH COMMUNITY FEDERATION OF

EIN

16-0868942

Address

255 EAST AVE STE 201 · ROCHESTER, NY · 146042626

Phone

(585) 461-0490

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-02

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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