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Original filing (PDF)20251015132524NAL0009462242001
ARIA HEALTH
Form 5500
FILING_RECEIVED
JEFFERSON HEALTH NORTHEAST 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,564
Accounts w/ balance
7,119
Plan assets (EOY)
$428.4M
Net assets (EOY)
$428.4M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARIA HEALTH.
Plan sponsor
Name
ARIA HEALTH
EIN
23-0596940
Address
1101 MARKET STREET, SUITE 2300 · PHILADELPHIA, PA · 19107
Phone
(215) 612-4000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN,PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE & ANNUITY | 13-1624203 | — | NONE | $246K | — |
| TOWERS WATSON DELAWARE, INC | 53-0181291 | — | NONE | $12K | — |
Investments
34 direct securities · 1 pooled fund· $415.0M(97% 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.
Uncategorized
$411.8M
34 holdings
Pooled Separate Account
$3.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Inst Idx Inst Plus | — | — | — | $58.1M | 13.6% | |
| Nuveen Lifecycle Index 2030 R6 | — | — | — | $43.8M | 10.2% | |
| Nuveen Lifecycle Index 2035 R6 | — | — | — | $39.4M | 9.2% | |
| Nuveen Lifecycle Index 2040 R6 | — | — | — | $35.1M | 8.2% | |
| Nuveen Lifecycle Index 2045 R6 | — | — | — | $30.1M | 7.0% | |
| Nuveen Lifecycle Index 2025 R6 | — | — | — | $30.0M | 7.0% | |
| Nuveen Lifecycle Index 2050 R6 | — | — | — | $27.6M | 6.5% | |
| Vanguard Extend MkIdx Inst Pl | — | — | — | $20.9M | 4.9% | |
| Vanguard Windsor II Adm | — | — | — | $16.4M | 3.8% | |
| Nuveen Lifecycle Index 2020 R6 | — | — | — | $16.1M | 3.8% | |
| Nuveen Lifecycle Index 2055 R6 | — | — | — | $14.4M | 3.4% | |
| Vanguard Federal Money Mkt Inv | — | — | — | $11.4M | 2.7% | |
| Traditional Non Benefit Responsive Insurance Company General Contract | — | — | — | $10.3M | 2.4% | |
| Nuveen Lifecycle Index 2060 R6 | — | — | — | $7.3M | 1.7% | |
| Vanguard Ttl Intl Stk Idx Inst | — | — | — | $6.9M | 1.6% | |
| Nuveen Lifecycle Index Retirement Inc R6 | — | — | — | $6.1M | 1.4% | |
| American Funds Cap Wrld GRW AND INC R6 | — | — | — | $5.5M | 1.3% | |
| Dodge & Cox Income Fund | — | — | — | $5.1M | 1.2% | |
| Notes Receivable from Participants Interest rates of 4.25% to 9.50% with maturity dates ranging from | — | — | — | $4.5M | 1.0% | |
| Vanguard Emr Mkts Stk Idx Inst | — | — | — | $4.4M | 1.0% | |
| Vanguard Real Estate Idx Inst | — | — | — | $3.5M | 0.8% | |
| Vanguard Ttl Bd Mkt Idx Inst | — | — | — | $3.2M | 0.8% | |
| Vanguard PRIMECAP Adm | — | — | — | $3.2M | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.2M | 0.7% | |
| Vanguard Infl Protect Sec Inst | — | — | — | $1.8M | 0.4% | |
| CREF Stock R3 | — | — | — | $1.3M | 0.3% | |
| Vanguard FTSE Social Index Adm | — | — | — | $1.1M | 0.3% | |
| American Funds EuroPac Growth R6 | — | — | — | $948K | 0.2% | |
| CREF Social Choice R3 | — | — | — | $801K | 0.2% | |
| Nuveen Lifecycle Index 2015 R6 | — | — | — | $766K | 0.2% | |
| Nuveen Lifecycle Index 2065 R6 | — | — | — | $678K | 0.2% | |
| CREF Global Equities R3 | — | — | — | $563K | 0.1% | |
| CREF Growth R3 | — | — | — | $276K | <0.1% | |
| Nuveen Lifecycle Index 2010 R6 | — | — | — | $211K | <0.1% | |
| CREF Core Bond R3 | — | — | — | $39K | <0.1% |