Original filing (PDF)20251015134754NAL0009551058001

JEWISH FAMILY & CAREER SERVICES, INC.

Name: JEWISH FAMILY & CAREER SERVICES, INC. — JEWISH FAMILY & CAREER SERVICES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JEWISH FAMILY & CAREER SERVICES, INC.

Form 5500

FILING_RECEIVED

JEWISH FAMILY & CAREER SERVICES PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

206

Accounts w/ balance

147

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 19K (2% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Below-peer total plan cost (89th percentile).
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEWISH FAMILY & CAREER SERVICES, INC..

Plan sponsor

Name

JEWISH FAMILY & CAREER SERVICES, INC.

EIN

58-1479212

Address

4549 CHAMBLEE DUNWOODY RD · ATLANTA, GA · 30338

Phone

(770) 677-9300

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Investments

30 direct securities· $9.0M(98% of reported assets)

Other securities

$8.4M

27 holdings

Common Stock

$494K

2 holdings

Cash / Money Market

$74K

1 holding

					% of plan
FID FREEDOM 2020 K Mutual Fund	Other securities	—	—	$1.2M	12.9%
FID FREEDOM 2035 K Mutual Fund	Other securities	—	—	$1.1M	12.2%
FID FREEDOM 2025 K Mutual Fund	Other securities	—	—	$976K	10.6%
FID FREEDOM 2030 K Mutual Fund	Other securities	—	—	$946K	10.3%
J H FORTY S Mutual Fund	Other securities	—	—	$696K	7.6%
FID FREEDOM 2045 K Mutual Fund	Other securities	—	—	$518K	5.6%
OAKMARK EQ & INC INV Mutual Fund	Common Stock	—	—	$492K	5.3%
FID FREEDOM 2040 K Mutual Fund	Other securities	—	—	$426K	4.6%
DODGE & COX STOCK I Mutual Fund	Other securities	—	—	$409K	4.4%
PIMCO TOT RETURN ADM Mutual Fund	Other securities	—	—	$311K	3.4%
FID FREEDOM 2050 K Mutual Fund	Other securities	—	—	$304K	3.3%
FID TOTAL MKT IDX Mutual Fund	Other securities	—	—	$283K	3.1%
FID GROWTH DISC Mutual Fund	Other securities	—	—	$247K	2.7%
FID INTL DISCOVERY Mutual Fund	Other securities	—	—	$220K	2.4%
FID FREEDOM 2055 K Mutual Fund	Other securities	—	—	$187K	2.0%
FID LOW PRICED STK Mutual Fund	Other securities	—	—	$121K	1.3%
FID EXTD MKT IDX Mutual Fund	Other securities	—	—	$100K	1.1%
FID INTL INDEX Mutual Fund	Other securities	—	—	$89K	1.0%
AS EMRG MKTS EQ ADM Mutual Fund	Other securities	—	—	$79K	0.9%
FID GOVT MMKT Money Market	Cash / Money Market	—	—	$74K	0.8%
DODGE&COX INTL STK I Mutual Fund	Other securities	—	—	$47K	0.5%
FID US BOND IDX Mutual Fund	Other securities	—	—	$37K	0.4%
FID FREEDOM 2060 K Mutual Fund	Other securities	—	—	$35K	0.4%
M&N PROBLND MAXTRM S Mutual Fund	Other securities	—	—	$26K	0.3%
NORTHERN SM CAP CORE Mutual Fund	Other securities	—	—	$23K	0.2%
TMPL GLOBAL BOND A Mutual Fund	Other securities	—	—	$19K	0.2%
PIMCO REAL RTN BD AD Mutual Fund	Other securities	—	—	$11K	0.1%
BLKRK EQUITY DIV A Mutual Fund	Other securities	—	—	$7K	<0.1%
FID FREEDOM 2065 K Mutual Fund	Other securities	—	—	$5K	<0.1%
FID FREEDOM INC K Mutual Fund	Common Stock	—	—	$1K	<0.1%