Original filing (PDF)20251229132736NAL0040791026001

JEWISH HERITAGE FUND FOR EXCELLENCE

Name: JEWISH HERITAGE FUND FOR EXCELLENCE — JEWISH HERITAGE FUND FOR EXCELLENCE CBS BENEFIT PLAN, Form 5500 (2024)
Creator: JEWISH HERITAGE FUND FOR EXCELLENCE

Form 5500-SF

FILING_RECEIVED

JEWISH HERITAGE FUND FOR EXCELLENCE CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$913

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEWISH HERITAGE FUND FOR EXCELLENCE.

Plan sponsor

Name

JEWISH HERITAGE FUND FOR EXCELLENCE

EIN

20-3805455

Address

101 SOUTH FIFTH STREET · SUITE 1600 · LOUISVILLE, KY · 40202

Phone

(502) 365-3209

Industry

Health Care & Social Assistancesee all

Plan administrator