Original filing (PDF)20250415091555NAL0001405811001

JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS

Name: JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS — 403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS, Form 5500 (2023)
Creator: JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS

Form 5500

FILING_RECEIVED

403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS

Defined-contribution retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

154

Accounts w/ balance

128

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

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

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Below-peer total fees (2 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS.

Plan sponsor

Name

JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS

EIN

25-1720606

Address

200 J H F DR · PITTSBURGH, PA · 152172950

Phone

(412) 420-4000

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

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	$2K	—

Investments

1 pooled fund· $7.4M(89% 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.