Original filing (PDF)20250408084846NAL0020092561001

JEWISH FAMILY AND COMMUNITY SERVICES

Name: JEWISH FAMILY AND COMMUNITY SERVICES — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JEWISH FAMILY AND COMMUNITY SERVICES, Form 5500 (2023)
Creator: JEWISH FAMILY AND COMMUNITY SERVICES

Form 5500

FILING_RECEIVED

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JEWISH FAMILY AND COMMUNITY SERVICES

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

141

Accounts w/ balance

154

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

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 (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEWISH FAMILY AND COMMUNITY SERVICES.

Plan sponsor

Name

JEWISH FAMILY AND COMMUNITY SERVICES

EIN

25-0965407

Address

5743 BARTLETT ST · PITTSBURGH, PA · 152171515

Phone

(412) 422-7200

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-08

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

GROSSMAN YANAK & FORD LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Insurance

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	INSURANCE CARRIER	$1K	—

Investments

1 pooled fund· $5.7M(94% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 003	Pooled Separate Account	$5.7M	94.1%

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