Original filing (PDF)20251015100201NAL0004525217001

JEWISH FAMILY SERVICE OF ATLANTIC COUNTY, INC.

Name: JEWISH FAMILY SERVICE OF ATLANTIC COUNTY, INC. — TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY, Form 5500 (2024)
Creator: JEWISH FAMILY SERVICE OF ATLANTIC COUNTY, INC.

Form 5500

FILING_RECEIVED

TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY

401(k) retirement plan

Active participants

217

Accounts w/ balance

251

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

How this plan invests

This plan

1 pooled trust

Schedule D

67 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEWISH FAMILY SERVICE OF ATLANTIC COUNTY, INC..

Plan sponsor

Name

JEWISH FAMILY SERVICE OF ATLANTIC COUNTY, INC.

EIN

22-2119902

Address

607 N JEROME AVE · MARGATE CITY, NJ · 08402

Phone

(609) 822-1108

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

KATHERINE MARCOS-GORNO

EIN

22-2119902

City

MARGATE CITY, NJ

Phone

(609) 822-1108

Plan characteristics

Plan number

002

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

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

FORD SCOTT & ASSOCIATES, LLC

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$2K	—

Investments

67 direct securities · 1 pooled fund· $17.5M(100% 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.

Pooled Separate Account

$8.8M

1 holding

Other securities

$5.7M

60 holdings

Mutual Funds

$1.4M

1 holding

Common Collective Trusts

$1.1M

1 holding

Cash / Money Market

$479K

3 holdings

Bonds / Notes

$46K

1 holding

U.S. Treasuries

$6K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$8.8M	88.5%
s * Mutual of America Equity Index Fund	Mutual Funds	—	—	$1.4M	14.0%
Collective Trust Funds Invesco Stable Value Trust - Class A1	Common Collective Trusts	—	—	$1.1M	10.8%
T. Rowe Price Blue Chip Growth Fund I Class	Other securities	—	—	$563K	5.7%
Fidelity Advisor New Insights Z	Other securities	—	—	$550K	5.5%
Mutual of America Mid-Cap Equity Index Fund	Other securities	—	—	$513K	5.2%
DWS Capital Growth Fund - Class R6	Other securities	—	—	$424K	4.3%
Mutual of America All America Fund	Other securities	—	—	$275K	2.8%
American Century Heritage Fund R6 Class	Other securities	—	—	$269K	2.7%
Vanguard Treasury Money Market Fund Investor	Cash / Money Market	—	—	$263K	2.6%
Mutual of America Money Market Fund	Cash / Money Market	—	—	$216K	2.2%
Mutual of America Small Cap Value Fund	Other securities	—	—	$207K	2.1%
Vanguard International Growth Fund Admiral Shares	Other securities	—	—	$205K	2.1%
Vanguard Windsor II Fund Admiral Shares	Other securities	—	—	$185K	1.9%
Mutual of America Small Cap Growth Fund	Other securities	—	—	$181K	1.8%
Fidelity Advisor Mid Cap II Z	Other securities	—	—	$152K	1.5%
Mutual of America 2040 Retirement Fund	Other securities	—	—	$144K	1.4%
Mutual of America 2045 Retirement Fund	Other securities	—	—	$133K	1.3%
Mutual of America 2050 Retirement Fund	Other securities	—	—	$128K	1.3%
Mutual of America Clear Passage 2025	Other securities	—	—	$122K	1.2%
Fidelity Advisor Equity Income Z	Other securities	—	—	$113K	1.1%
Mutual of America 2035 Retirement Fund	Other securities	—	—	$104K	1.0%
Mutual of America Mid-Term Bond Fund	Other securities	—	—	$101K	1.0%
Mutual of America Bond Fund	Other securities	—	—	$95K	1.0%
Mutual of America Small Cap Equity Index Fund	Other securities	—	—	$89K	0.9%
Dodge & Cox Stock Fund Class I	Other securities	—	—	$77K	0.8%
Invesco Main Street Fund Class R6	Other securities	—	—	$68K	0.7%
Vanguard Real Estate Index Fund Admiral Shares	Other securities	—	—	$64K	0.6%
Mutual of America 2060 Retirement Fund	Other securities	—	—	$64K	0.6%
T. Rowe Price Spectrum Moderate Allocation Fund I Class	Other securities	—	—	$62K	0.6%
Mutual of America Conservative Allocation Fund	Other securities	—	—	$54K	0.5%
Mutual of America Mid Cap Value Fund	Other securities	—	—	$52K	0.5%
Vanguard Total Bond Market Index Fund Admiral	Other securities	—	—	$51K	0.5%
Harbor Capital Appreciation Fund Retirement Class	Other securities	—	—	$50K	0.5%
Mutual of America Moderate Allocation Fund	Other securities	—	—	$47K	0.5%
Mutual of America Life Participant loans (381 contracts with interest rates ranging from Insurance Company 4.25% to 9.50% and maturities ranging from 2024 to 2034)	Bonds / Notes	—	—	$46K	0.5%
Mutual of America Aggressive Allocation Fund	Other securities	—	—	$44K	0.4%
PIMCO Real Return Fund Institutional Class	Other securities	—	—	$42K	0.4%
American Funds Washington Mutual Investors Fund R6	Other securities	—	—	$39K	0.4%
American Funds New World Fund Class R-6	Other securities	—	—	$37K	0.4%
Mutual of America 2055 Retirement Fund	Other securities	—	—	$37K	0.4%
Delaware Small Cap Value Fund Class R6	Other securities	—	—	$34K	0.3%
Mutual of America 2020 Retirement Fund	Other securities	—	—	$32K	0.3%
Goldman Sachs Small Cap Equity Insights Fund Class R6	Other securities	—	—	$30K	0.3%
Calvert Balanced Fund Class R6	Other securities	—	—	$30K	0.3%
MFS Mid Cap Value Fund Class R6	Other securities	—	—	$28K	0.3%
Mutual of America Composite Fund	Other securities	—	—	$26K	0.3%
Mutual of America Retirement Income Fund	Other securities	—	—	$26K	0.3%
BlackRock Mid-Cap Growth Equity Portfolio Class K	Other securities	—	—	$24K	0.2%
Mutual of America International Fund	Other securities	—	—	$23K	0.2%