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Original filing (PDF)20250819092055NAL0003538416001
THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE
Form 5500
FILING_RECEIVED
THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN
401(k) retirement plan
Active participants
679
Accounts w/ balance
1,072
Plan assets (EOY)
$63.3M
Net assets (EOY)
$63.3M
How this plan invests
This plan
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE.
Plan sponsor
Name
THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE
EIN
52-0607957
Address
5700 PARK HEIGHTS AVE · BALTIMORE, MD · 21215
Phone
(410) 369-9226
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
334
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-19
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ELLIN & TUCKER, CHARTERED
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $85K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOLTON PARTNERS | 52-1871508 | — | INVESTMENT ADVISORY | $33K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELLIN & TUCKER, CHARTED | 52-0959934 | — | AUDITOR | $19K | — |
Investments
36 direct securities· $64.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date Return 2030 R6 Mutual Fund | — | — | — | $8.2M | 13.0% | |
| American Funds Target Date Return 2040 R6 Mutual Fund | — | — | — | $8.1M | 12.8% | |
| American Funds Target Date Return 2025 R6 Mutual Fund | — | — | — | $5.9M | 9.4% | |
| American Funds Target Date Return 2045 R6 Mutual Fund | — | — | — | $5.9M | 9.3% | |
| American Funds Target Date Return 2035 R6 Mutual Fund | — | — | — | $5.8M | 9.1% | |
| Fidelity Spartan 500 Index Advantage Mutual Fund | — | — | — | $5.3M | 8.3% | |
| American Funds Target Date Return 2050 R6 Mutual Fund | — | — | — | $4.7M | 7.5% | |
| American Funds Target Date Return 2055 R6 Mutual Fund | — | — | — | $3.4M | 5.4% | |
| American Funds Target Date Return 2020 R6 Mutual Fund | — | — | — | $2.7M | 4.2% | |
| American Funds Target Date Return 2060 R6 Mutual Fund | — | — | — | $2.1M | 3.3% | |
| New York Life Anchor Group Annuity Contract | — | — | — | $1.9M | 3.0% | |
| Dodge & Cox Income Mutual Fund | — | — | — | $1.4M | 2.2% | |
| American Funds Target Date Return 2015 R6 Mutual Fund | — | — | — | $1.3M | 2.1% | |
| Fidelity International Index Premium Mutual Fund | — | — | — | $1.0M | 1.6% | |
| Vanguard Mid Cap Index Investor Mutual Fund | — | — | — | $783K | 1.2% | |
| AB Large Growth Mutual Fund | — | — | — | $676K | 1.1% | |
| AB Lg Cap Gr A | — | — | — | $676K | 1.1% | |
| Vanguard Small Cap Index Investor Mutual Fund | — | — | — | $668K | 1.1% | |
| American Funds Target Date Return 2065 R6 Mutual Fund | — | — | — | $565K | 0.9% | |
| T. Rowe Price Dividend Growth Mutual Fund | — | — | — | $429K | 0.7% | |
| BlackRock Equity Dividend Mutual Fund | — | — | — | $382K | 0.6% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $345K | 0.5% | |
| annum | — | — | — | $345K | 0.5% | |
| Parnassus Core Equity Investor Mutual Fund | — | — | — | $249K | 0.4% | |
| American Funds Target Date Return 2010 R6 Mutual Fund | — | — | — | $242K | 0.4% | |
| Harding Loevner International Equity I Mutual Fund | — | — | — | $187K | 0.3% | |
| MassMutual Select Mid Cap Growth R5 Mutual Fund | — | — | — | $175K | 0.3% | |
| PIMCO International Bond (USD Hedged) A Mutual Fund | — | — | — | $167K | 0.3% | |
| Transamerica Financial Life Insurance Company Group Annuity Contract | — | — | — | $145K | 0.2% | |
| Victory Sycamore Established Value R Mutual Fund | — | — | — | $126K | 0.2% | |
| Vanguard Inflation-Protected Securities Adm Mutual Fund | — | — | — | $109K | 0.2% | |
| Wasatch Core Growth Mutual Fund | — | — | — | $105K | 0.2% | |
| American Funds Target Date Return 2070 R6 Mutual Fund | — | — | — | $94K | 0.1% | |
| Trillium ESG Global Equity Fund Retail Mutual Fund | — | — | — | $53K | <0.1% | |
| Allspring Special Small Cap Value A Mutual Fund | — | — | — | $33K | <0.1% | |
| Capital Corporation Revenue to Mid Atlantic 1.6501.3201.6500.4950.495 1.3201.4850.4951.3202. | — | — | $5K | $3K | <0.1% |