Original filing (PDF)20250715121230NAL0001297587001

JEWISH FEDERATION OF SOUTHERN NEW JERSEY

Name: JEWISH FEDERATION OF SOUTHERN NEW JERSEY — JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN, Form 5500 (2023)
Creator: JEWISH FEDERATION OF SOUTHERN NEW JERSEY

Form 5500

FILING_RECEIVED

JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN

401(k) retirement plan

Active participants

398

Accounts w/ balance

194

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).
Bottom-decile employer contributions per participant (5th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEWISH FEDERATION OF SOUTHERN NEW JERSEY.

Plan sponsor

Name

JEWISH FEDERATION OF SOUTHERN NEW JERSEY

EIN

21-0634489

Address

1301 SPRINGDALE ROAD · SUITE 200 · CHERRY HILL, NJ · 080032761

Phone

(856) 751-9500

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-0472300	—	RECORDKEEPER	$48K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
NOVA 401(K) ASSOCIATES	20-1181458	—	THIRD PARTY ADMINISTRATOR	$7K	—

Investments

1 pooled fund· $7.7M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.