Original filing (PDF)20251013074308NAL0000380755001

JEWISH FAMILY AND CHILDRENS SERVICE OF PHILADELPHIA, INC.

Name: JEWISH FAMILY AND CHILDRENS SERVICE OF PHILADELPHIA, INC. — JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN, Form 5500 (2024)
Creator: JEWISH FAMILY AND CHILDRENS SERVICE OF PHILADELPHIA, INC.

Form 5500

FILING_RECEIVED

JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN

401(k) retirement plan

Signals · 1

~78 bps in Sched C fees

Active participants

Accounts w/ balance

166

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

How this plan invests

This plan

22 securities

funds · stocks · CUSIPs

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

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

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JEWISH FAMILY AND CHILDRENS SERVICE OF PHILADELPHIA, INC.

EIN

23-1352026

Address

345 MONTGOMERY AVE · BALA CYNWYD, PA · 19004

Phone

(267) 256-2073

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2J · 401(k) feature

2G · Total participant-directed accounts

2E · Profit-sharing

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
TANKER CONSULTING GROUP	—	MAPLE SHADE, NJ	INVESTMENT ADVISORY	$32K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN TRUST COMPANY	62-0951563	—	CONTRACT ADMIN	$41K	—
VARIABLE ANNUITY LIFE INSURANCE CO

Investments

22 direct securities· $9.3M(100% of reported assets)

Other securities

$9.3M

21 holdings

Participant loans

$76K

1 holding

					% of plan
Columbia Large Cap Index Z	Other securities	—	$0	$1.7M	18.1%
The Standard Stable Asset Fund II	Other securities	—	$0	$1.3M	14.1%
Dodge and Cox Income Fund	Other securities	—	$0	$1.3M	13.9%
American Funds Washington Mutual R6	Other securities	—	$0	$1.2M	12.6%
Vanguard Wellington Admiral	Other securities	—	$0	$613K	6.6%
VALIC Variable Deferred Annuity Contract	Other securities	—	$0	$504K	5.4%
American Funds Euro-Pacific Growth R6	Other securities	—	$0	$490K	5.3%
MFS Growth R6	Other securities	—	$0	$311K	3.3%
Columbia Mid Cap Index Z	Other securities	—	$0	$305K	3.3%
VALIC Fixed Account Plus	Other securities	—	$0	$304K	3.3%
Dodge and Cox International Stock	Other securities	—	$0	$271K	2.9%
Vanguard Mid-Cap Value Index Admiral	Other securities	—	$0	$253K	2.7%
Columbia SM Cap Index Z	Other securities	—	$0	$168K	1.8%
DFA Emerging Markets I	Other securities	—	$0	$137K	1.5%
VALIC Short Term Fixed Account	Other securities	—	$0	$114K	1.2%
DFA US Targeted Value	Other securities	—	$0	$108K	1.2%
TRP Diversified Mid cap Growth	Other securities	—	$0	$106K	1.1%
Vanguard Small Cap Growth Index Admiral	Other securities	—	$0	$96K	1.0%
Participant Loans	Participant loans	—	$0	$76K	0.8%
DFA Small Cap Growth Index Admiral	Other securities	—	$0	$2K	<0.1%
PIMCO Commodity Real Ret Strat Admin	Other securities	—	$0	$2K	<0.1%
American Funds New Perspective R6	Other securities	—	$0	$350	<0.1%