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Original filing (PDF)20251015130851NAL0002342083001
THE JOINT COMMISSION
Form 5500
FILING_RECEIVED
THE JOINT COMMISSION SMART SAVER 401(K) PLAN
401(k) retirement plan
Signals · 2
54% in single holdingNo recordkeeper disclosed
Active participants
951
Accounts w/ balance
1,308
Plan assets (EOY)
$288.3M
Net assets (EOY)
$288.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "VFTC RET SAVINGS MASTER TRUST" is 54% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE JOINT COMMISSION.
Plan sponsor
Name
THE JOINT COMMISSION
EIN
36-2229255
Address
ONE RENAISSANCE BOULEVARD · OAKBROOK TERRACE, IL · 60181
Phone
(630) 792-5000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
PLAN ADMINISTRATOR COMMITTEE
EIN
36-2229255
City
OAKBROOK TERRACE, IL
Phone
(630) 792-5648
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $96K | — |
Investments
3 pooled funds· $29.9M(10% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $16.0M | 5.6% | |
| BOSTON PARTNERS LRGCAP VALFUND CL B BOSTON PARTNERS · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $7.3M | 2.5% | |
| BLACKROCK TTL RETURN BOND FUND CL T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $6.5M | 2.3% |
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