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Original filing (PDF)20251006122455NAL0001847267001
JEWISH ADOPTION & FOSTER CARE OPTIO S
Form 5500
FILING_RECEIVED
JEWISH ADOPTION & FOSTER CARE OPTIONS 403(B) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
34% in single holdingNo recordkeeper disclosed
Active participants
107
Accounts w/ balance
106
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
83
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Nationwide Nw Inv Dest Mod Aggr R6" is 34% of plan.
- 67 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEWISH ADOPTION & FOSTER CARE OPTIO S.
Plan sponsor
Name
JEWISH ADOPTION & FOSTER CARE OPTIO S
EIN
20-0898587
Address
4200 N. UNIVERSITY DRIVE · SUNRISE, FL · 33351
Phone
(954) 749-7230
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
2025-10-06
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCKMAN ADVISORY GROUP LLC | 20-1959178 | LITTLE SILVER, NJ | NONE | $24K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $14K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $640 | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $327 | — |
Investments
36 direct securities· $5.8M(99% of reported assets)
Uncategorized
$5.5M
35 holdings
Mutual Funds
$284K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Nw Inv Dest Mod Aggr R6 | — | — | — | $1.9M | 33.3% | |
| Vanguard Vngrd Trgt Rtrmt 2030 Inv | — | — | — | $512K | 8.8% | |
| Nationwide Nw S P 500 Indx R6 | — | — | — | $454K | 7.8% | |
| Vanguard Vngrd Trgt Rtrmt 2050 Inv | — | — | — | $381K | 6.5% | |
| American Century Amcent Infl Adj Bd R5 164 American Fund Amfds New Prspct R6 | Mutual Funds | — | — | $284K | 4.9% | |
| Nationwide Nw Inv Dest Mod Cnsrv R6 | — | — | — | $231K | 4.0% | |
| Vanguard Vngrd Mdcap Gr Inv | — | — | — | $206K | 3.5% | |
| Nationwide Nw Inv Dest Mod R6 | — | — | — | $184K | 3.2% | |
| Nationwide Nw Inv Dest Aggr R6 | — | — | — | $168K | 2.9% | |
| JP Morgan Jpm Val Advtg Inst | — | — | — | $155K | 2.7% | |
| Vanguard Vngrd Intl Gr Adml | — | — | — | $123K | 2.1% | |
| Vanguard Vngrd Trgt Rtrmt 2020 Inv 305 Vanguard Vngrd Trgt Rtrmt 2025 Inv | — | — | — | $117K | 2.0% | |
| Vanguard Vngrd Strat Smcap Eq Inv | — | — | — | $110K | 1.9% | |
| Vanguard Vngrd Trgt Rtrmt 2055 Inv | — | — | — | $100K | 1.7% | |
| Vanguard Vngrd Trgt Rtrmt 2060 Inv | — | — | — | $98K | 1.7% | |
| Vanguard Vngrd Explr Adml | — | — | — | $89K | 1.5% | |
| Vanguard Vngrd Trgt Rtrmt 2045 Inv | — | — | — | $81K | 1.4% | |
| Nationwide Nw Inv Dest Cnsrv R6 | — | — | — | $71K | 1.2% | |
| Black Rock Blackrock High Yield Portfolio - Class K | — | — | — | $62K | 1.1% | |
| MFS Intl New Disc R4 231 Morgan Stanley Msif Glbl Oppr I | — | — | — | $61K | 1.0% | |
| Notes Receivable from Participants Interest rate 4.25%-10.50% | — | — | — | $52K | 0.9% | |
| Lord Abbett Lrdabt Shrt Dur Inc | — | — | — | $52K | 0.9% | |
| TCW Group Tcw Securitized Bond Fund - I Class | — | — | — | $46K | 0.8% | |
| Vanguard Vngrd Trgt Rtrmt 2065 Inv | — | — | — | $45K | 0.8% | |
| Hotchkis & Wiley Hw Mdcap Val I | — | — | — | $36K | 0.6% | |
| Neuberger Berman Neuber Realest Inst | — | — | — | $13K | 0.2% | |
| VanEck Glbl Hrd Asst Inst | — | — | — | $13K | 0.2% | |
| Vanguard Vngrd Trgt Rtrmt 2035 Inv | — | — | — | $12K | 0.2% | |
| Macquarie Diversified Income Fund - Inst 143 Macquarie Small Cp Value - Institutional | — | — | — | $11K | 0.2% | |
| Vanguard Vngrd Us Gr Adml | — | — | — | $11K | 0.2% | |
| Money Market Funds Federated Hermes Government Obligations Fund Fed Hrms Gov Oblgtns Prmr | — | — | — | $10K | 0.2% | |
| Dimensional Fund Advisors Dfa Emrg Mkt | — | — | — | $9K | 0.1% | |
| Allspring As Prmr Lg Co Gr Inst 896 Avemaria Ris Divd | — | — | — | $8K | 0.1% | |
| Pimco Real Rtn Inst | — | — | — | $8K | 0.1% | |
| Vanguard Vngrd Trgt Rtrmt 2040 Inv | — | — | — | $6K | <0.1% | |
| Columbia Col Divd Oppr Inst2 292 Columbia Col Emrg Mkt Bd Inst2 | — | — | — | $3K | <0.1% |