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Original filing (PDF)20251014163734NAL0003301473001
JUDSON
Form 5500
FILING_RECEIVED
JUDSON UNION 403(B) PLAN
403(b) retirement plan
Signals · 1
~393 bps in Sched C fees
Active participants
112
Accounts w/ balance
154
Plan assets (EOY)
$629K
Net assets (EOY)
$629K
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 (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 393 bps in Schedule C fees — 149% above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JUDSON.
Plan sponsor
Name
JUDSON
EIN
34-0714539
Address
2181 AMBLESIDE DRIVE · CLEVELAND, OH · 44105
Phone
(216) 791-2688
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY WEALTH MANAGEMENT | — | JERSEY CITY, NJ | ADVISOR | $13K | — |
Investments
22 direct securities· $616K(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Standard Stable Asset Fund II Guaranteed Investment Account | — | — | — | $84K | 13.4% | |
| Participant notes Interest rates ranging from 4.25% $- | — | — | — | $61K | 9.7% | |
| BlackRock Lifepath Index 2050 Fund Mutual Fund | — | — | — | $57K | 9.0% | |
| JPMorgan Equity Income Mutual Fund | — | — | — | $51K | 8.1% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $44K | 7.1% | |
| AB Large Cap Growth Mutual Fund | — | — | — | $41K | 6.5% | |
| BlackRock Lifepath Index 2035 Fund Mutual Fund | — | — | — | $39K | 6.2% | |
| PGIM Total Return Bond R6 Mutual Fund | — | — | — | $32K | 5.1% | |
| BlackRock Lifepath Index 2065 Fund Mutual Fund | — | — | — | $29K | 4.5% | |
| MFS Intl Diversification R6 Mutual Fund | — | — | — | $24K | 3.9% | |
| Thornburg Strategic Income R6 Mutual Fund | — | — | — | $24K | 3.9% | |
| BlackRock Mid-Cap Growth Equity Portfolio Mutual Fund | — | — | — | $19K | 3.0% | |
| Vanguard Small Cap Value Index - Admiral Mutual Fund | — | — | — | $17K | 2.7% | |
| BlackRock Lifepath Index Retirement Fund Mutual Fund | — | — | — | $17K | 2.7% | |
| Victory Sycamore Established Value R6 Mutual Fund | — | — | — | $16K | 2.5% | |
| William Blair Small Cap Growth R6 Mutual Fund | — | — | — | $16K | 2.5% | |
| BlackRock Lifepath Index 2030 Fund Mutual Fund | — | — | — | $14K | 2.2% | |
| BlackRock Lifepath Index 2045 Fund Mutual Fund | — | — | — | $10K | 1.6% | |
| BlackRock Lifepath Index 2040 Fund Mutual Fund | — | — | — | $8K | 1.3% | |
| BlackRock Lifepath Index 2055 Fund Mutual Fund | — | — | — | $6K | 1.0% | |
| BlackRock Lifepath Index 2060 Fund Mutual Fund | — | — | — | $4K | 0.6% | |
| BlackRock High Yield Portfolio Mutual Fund | — | — | — | $3K | 0.5% |