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Original filing (PDF)20251013103030NAL0002483794001
BETH SHOLOM HOME OF VIRGINIA
Form 5500-SF
FILING_RECEIVED
BETH SHOLOM HOME OF VIRGINIA 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
0
Accounts w/ balance
10
Plan assets (EOY)
$125K
Net assets (EOY)
$125K
Plan health score (directional)
87
/ 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
90
Knocking points off
- No active participants reported but plan still holds assets.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BETH SHOLOM HOME OF VIRGINIA.
Plan sponsor
Name
BETH SHOLOM HOME OF VIRGINIA
EIN
54-0525702
Address
1600 JOHN ROLFE PARKWAY · RICHMOND, VA · 23238
Phone
(804) 750-2183
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.