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Original filing (PDF)20251015130810NAL0006351424001
ANTHONY L JORDAN HEALTH CENTER INC
Form 5500
FILING_RECEIVED
ANTHONY L JORDAN HEALTH CENTER INC PRE-TAX SAVINGS PLAN
403(b) retirement plan
Signals · 2
~83 bps in Sched C feesNo recordkeeper disclosed
Active participants
219
Accounts w/ balance
303
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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
80
Participation health
100
Knocking points off
- 83 bps in Schedule C fees — 186% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANTHONY L JORDAN HEALTH CENTER INC.
Plan sponsor
Name
ANTHONY L JORDAN HEALTH CENTER INC
EIN
16-0977295
Address
82 HOLLAND ST · ROCHESTER, NY · 146052131
Phone
(585) 423-5861
Industry
Offices of Physicians· 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BONADIO & CO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES | 16-1503696 | — | NONE | $61K | — |
| ALESCO ADVISORS LLC | — | PITTSFORD, NY | NONE | $49K | — |
Investments
25 direct securities · 1 pooled fund· $12.6M(95% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$12.3M
25 holdings
Pooled Separate Account
$253K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $2.2M | 16.4% | |
| Nuveen Lifecycle Idx 2030 Mutual Fund | — | — | — | $1.6M | 12.1% | |
| Nuveen Lifecycle Idx 2050 Mutual Fund | — | — | — | $1.5M | 11.2% | |
| Nuveen Lifecycle Idx 2020 Mutual Fund | — | — | — | $1.5M | 11.1% | |
| Nuveen Lifecycle Idx 2040 Mutual Fund | — | — | — | $1.2M | 9.4% | |
| Columbia Mid Cap Index Inst'l Mutual Fund | — | — | — | $654K | 4.9% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $590K | 4.5% | |
| Vanguard Value Index Admiral Mutual Fund | — | — | — | $577K | 4.4% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | — | — | — | $569K | 4.3% | |
| Vanguard Total Bond Index Admiral Mutual Fund | — | — | — | $435K | 3.3% | |
| Vanguard Total International Stock ID Mutual Fund | — | — | — | $283K | 2.1% | |
| PRUDENTIAL PPSA PRUDENTIAL RETIREMENT INSURANCE & ANNUITY CO · EIN 06-1050034 / PN 608 | Pooled Separate Account | — | — | $253K | 1.9% | |
| Nuveen Lifecycle Idx 2035 Mutual Fund | — | — | — | $238K | 1.8% | |
| Nuveen Lifecycle Idx 2060 Mutual Fund | — | — | — | $177K | 1.3% | |
| maturing at various dates through November 2029 | — | — | — | $160K | 1.2% | |
| Nuveen Lifecycle Idx 2025 Mutual Fund | — | — | — | $153K | 1.2% | |
| Nuveen Lifecycle Idx 2055 Mutual Fund | — | — | — | $110K | 0.8% | |
| DFA Inflation Protected Security Portfolio Mutual Fund | — | — | — | $105K | 0.8% | |
| Nuveen Lifecycle Idx 2045 Mutual Fund | — | — | — | $89K | 0.7% | |
| DFA Real Estate Securities I Mutual Fund | — | — | — | $77K | 0.6% | |
| DFA US Small Cap Portfolio Mutual Fund | — | — | — | $50K | 0.4% | |
| Vanguard Total Stock Market Index Admiral Mutual Fund | — | — | — | $42K | 0.3% | |
| Nuveen Lifecycle Idx Ret In Mutual Fund | — | — | — | $32K | 0.2% | |
| Vanguard Sm Cap Value Index Admiral Mutual Fund | — | — | — | $10K | <0.1% | |
| Nuveen Lifecycle Idx 2015 Mutual Fund | — | — | — | $5K | <0.1% | |
| Nuveen Lifecycle Idx 2065 Mutual Fund | — | — | — | $5K | <0.1% |