Back to filter
Original filing (PDF)20250122130239NAL0007643456001
GREATER MIAMI JEWISH FEDERATION
Form 5500
FILING_RECEIVED
GREATER MIAMI JEWISH FEDERATION 401(A) RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 3
Late filing · 20.2 moNo recordkeeper disclosed15 service providers
Active participants
106
Accounts w/ balance
151
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
Plan health score (directional)
86
/ 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
75
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 20.2 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREATER MIAMI JEWISH FEDERATION.
Plan sponsor
Name
GREATER MIAMI JEWISH FEDERATION
EIN
59-0624404
Address
4200 BISCAYNE BLVD · MIAMI, FL · 331373246
Phone
(305) 576-4000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2021-07-01
Tax period
2022-06-30
Filed
2025-01-22
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | INVESTMENT ADVISORY SERVI | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT WEST LIFE & ANNUITY INSURANCE | 84-0467907 | — | CONTRACT ADMINISTRATOR | $26K | — |
Other
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INS. CO. | 04-1590850 | — | INVESTMENT PROVIDER | $0 | — |
| VANGUARD | 23-1999755 | — | INVESTMENT PROVIDER | $0 | — |
| VANGUARD | 23-1945930 | — | INVESTMENT PROVIDER | $0 | — |
| VANGUARD | 23-1899003 | — | INVESTMENT PROVIDER | $0 | — |
| PGIM INVESTMENTS | 22-3468527 | — | INVESTMENT PROVIDER | $0 | — |
| LEGG MASON | 13-4146187 | — | INVESTMENT PROVIDER | $0 | — |
| JP MORGAN | 33-1043149 | — | INVESTMENT PROVIDER | $0 | — |
| JANUS HENDERSON | 84-0592523 | — | INVESTMENT PROVIDER | $0 | — |
| CALVERT | 52-1233223 | — | INVESTMENT PROVIDER | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | INVESTMENT PROVIDER | $0 | — |
| AMERICAN CENTURY | 43-1567889 | — | INVESTMENT PROVIDER | $0 | — |
| AMERICAN CENTURY | 43-1646043 | — | INVESTMENT PROVIDER | $0 | — |
| AB FUNDS | 13-4071393 | — | INVESTMENT PROVIDER | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.