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JEROME FOUNDATION, INC. — JEROME FOUNDATION, INC PROFIT SHARING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250929195315NAL0014258240001
JEROME FOUNDATION, INC.
Form 5500-SF
FILING_RECEIVED
JEROME FOUNDATION, INC PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
9
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JEROME FOUNDATION, INC.
.
Find decision makers
Plan sponsor
Name
JEROME FOUNDATION, INC.
EIN
41-6035163
Address
550 VANDALIA STREET, SUITE 109 · SAINT PAUL, MN · 55114
Phone
(612) 215-1784
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2025-09-29
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
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CALIFORNIA CITRUS QUALITY COUNCIL
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$2.2M · 2 participants
STATE OF HAWAII ORGANIZATION OF POLICE OFFICERS
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
STATE OF HAWAII ORGANIZATION OF POLICE OFFICERS 401K PROFIT SHARING PLAN
$2.3M · 16 participants
LITTLE SISTERS OF THE ASSUMPTI
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