Original filing (PDF)20241015113216NAL0029412849001

JEWISH FEDERATION OF SOMERSET, HUNTERDON & WARREN COUNTIES

Name: JEWISH FEDERATION OF SOMERSET, HUNTERDON & WARREN COUNTIES — JEWISH FEDERATION OF SOMERSET, HUNTERDON & WARREN COUNTIES 401(K) PLAN, Form 5500 (2023)
Creator: JEWISH FEDERATION OF SOMERSET, HUNTERDON & WARREN COUNTIES

Form 5500-SF

FILING_RECEIVED

JEWISH FEDERATION OF SOMERSET, HUNTERDON & WARREN COUNTIES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan health score

/ 100

Grade A

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEWISH FEDERATION OF SOMERSET, HUNTERDON & WARREN COUNTIES.

Plan sponsor

Name

JEWISH FEDERATION OF SOMERSET, HUNTERDON & WARREN COUNTIES

EIN