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Original filing (PDF)20250911074159NAL0000240609001
ACTIVE RETIREMENT COMMUNITY INC.
Form 5500
FILING_RECEIVED
ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
373
Accounts w/ balance
301
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACTIVE RETIREMENT COMMUNITY INC..
Plan sponsor
Name
ACTIVE RETIREMENT COMMUNITY INC.
DBA
JEFFERSONS FERRY
EIN
31-1631439
Address
1 JEFFERSON FERRY DRIVE · SOUTH SETAUKET, NY · 117204707
Phone
(631) 650-2600
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
2025-09-11
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
TMI CPA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASPIRE ADVISORS | — | NORTH WHITE PLAINS, NY | N/A | $25K | — |
| BENEFIT PLANS ADMINISTRATIVE SERVIC | — | UTICA, NY | N/A | $6K | — |
Investments
29 direct securities · 1 pooled fund· $11.0M(95% 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.
Uncategorized
$10.4M
29 holdings
Pooled Separate Account
$634K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 | — | — | — | $1.4M | 12.1% | |
| Vanguard Target Retirement 2040 | — | — | — | $1.1M | 9.4% | |
| Vanguard Target Retirement 2035 | — | — | — | $977K | 8.4% | |
| Vanguard Target Retirement 2030 | — | — | — | $949K | 8.2% | |
| Diamond Hill Large Cap I | — | — | — | $676K | 5.8% | |
| PRUDENTIAL RET INS. & ANNUITY CO. PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $634K | 5.5% | |
| Vanguard Target Retirement 2055 | — | — | — | $625K | 5.4% | |
| Vanguard Target Retirement 2050 | — | — | — | $618K | 5.3% | |
| Vanguard Mid-Cap Value Index Adm | — | — | — | $531K | 4.6% | |
| T. Rowe Price Large Cap Growth I | — | — | — | $529K | 4.6% | |
| Vanguard Target Retirement 2045 | — | — | — | $418K | 3.6% | |
| Vanguard Target Retirement 2020 | — | — | — | $397K | 3.4% | |
| Vanguard 500 Index Admiral | — | — | — | $288K | 2.5% | |
| MFS Total Return Bond R6 | — | — | — | $281K | 2.4% | |
| Notes Receivable from Participants | — | — | — | $280K | 2.4% | |
| Blackrock High Yield Bond | — | — | — | $206K | 1.8% | |
| Vanguard Mid-Cap Gr Index Adm | — | — | — | $198K | 1.7% | |
| Vanguard Mid-Cap Index Admiral | — | — | — | $191K | 1.7% | |
| Vanguard Real Estate Index Adm | — | — | — | $110K | 0.9% | |
| Vanguard Small-Cap Index Adm | — | — | — | $98K | 0.8% | |
| Vanguard Wellington Admiral | — | — | — | $97K | 0.8% | |
| Vanguard Inflation-Protection Sec Adm | — | — | — | $94K | 0.8% | |
| Vanguard Target Retirement 2060 | — | — | — | $77K | 0.7% | |
| MFS International Growth R6 | — | — | — | $72K | 0.6% | |
| MFS International L Intrinsic Val R6 | — | — | — | $60K | 0.5% | |
| American Funds New World R6 | — | — | — | $50K | 0.4% | |
| Vanguard Target Retirement Income | — | — | — | $34K | 0.3% | |
| Templeton Global Bond R6 | — | — | — | $31K | 0.3% | |
| Vanguard Target Retirement 2065 | — | — | — | $21K | 0.2% | |
| Vanguard Target Retirement 2070 | — | — | — | $3K | <0.1% |
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