Original filing (PDF)20251016101710NAL0003314403001

THE WILLIAM BREMAN JEWISH HOME

Name: THE WILLIAM BREMAN JEWISH HOME — 403(B) THRIFT PLAN FOR EMPLOYEES OF THE WILLIAM BREMAN JEWISH HOME, INC., Form 5500 (2024)
Creator: THE WILLIAM BREMAN JEWISH HOME

Form 5500

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF THE WILLIAM BREMAN JEWISH HOME, INC.

401(k) retirement plan

Active participants

948

Accounts w/ balance

237

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WILLIAM BREMAN JEWISH HOME.

Plan sponsor

Name

THE WILLIAM BREMAN JEWISH HOME

EIN

58-0610059

Address

3150 HOWELL MILL RD NW · ATLANTA, GA · 303272108

Phone

(404) 351-8410

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-16

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

MAULDIN & JENKINS LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$1K	—

Investments

1 pooled fund· $7.0M(95% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	$7.0M	94.6%

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