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Original filing (PDF)20251015203210NAL0002869443001
MIAMI JEWISH HEALTH SYSTEMS, INC.
Form 5500
FILING_RECEIVED
MIAMI JEWISH HEALTH SYSTEMS RETIREMENT PLAN
403(b) retirement plan
Signals · 2
~134 bps in Sched C feesNo recordkeeper disclosed
Active participants
975
Accounts w/ balance
902
Plan assets (EOY)
$30.3M
Net assets (EOY)
$30.3M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 134 bps in Schedule C fees — 363% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIAMI JEWISH HEALTH SYSTEMS, INC..
Plan sponsor
Name
MIAMI JEWISH HEALTH SYSTEMS, INC.
EIN
59-0624414
Address
5200 NORTHEAST 2ND AVENUE · MIAMI, FL · 331372706
Phone
(305) 751-8626
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
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | CONTRACT ADMIN | $396K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | FORT WAYNE, IN | CONTRACT ADMIN | $11K | — |
Investments
27 direct securities· $29.3M(97% of reported assets)
Uncategorized
$25.9M
26 holdings
Mutual Funds
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $4.9M | 16.2% | |
| VALIC Group Valic Fixed Interest Option | — | — | — | $4.4M | 14.4% | |
| American Funds American Funds Europacific Growth Class R6 | Mutual Funds | — | — | $3.4M | 11.3% | |
| Fidelity Extended Market Index | — | — | — | $3.4M | 11.1% | |
| Fidelity Total Bond K6 | — | — | — | $1.6M | 5.4% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Class | — | — | — | $1.5M | 5.1% | |
| Fully Benefit-Responsive Investment Contract * Lincoln National Life Insurance Lincoln Stable Value Account (at contract value) | — | — | — | $1.5M | 4.9% | |
| MFS Mid Cap Growth Class R6 | — | — | — | $1.3M | 4.4% | |
| JP Morgan JP Morgan Large Cap Growth R6 | — | — | — | $1.2M | 3.9% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Class | — | — | — | $984K | 3.3% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Class | — | — | — | $959K | 3.2% | |
| Notes Receivable from Participants Interest rate 4.25% to 9.50% | — | — | — | $794K | 2.6% | |
| Mass Mutual Massmutual Small Cap Growth Equity Class | — | — | — | $583K | 1.9% | |
| Principal Smallcap Value Class R6 | — | — | — | $542K | 1.8% | |
| MFS Value Class R6 | — | — | — | $522K | 1.7% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Class | — | — | — | $488K | 1.6% | |
| MFS Mid Cap Value Class R6 | — | — | — | $449K | 1.5% | |
| Fidelity Total International Index | — | — | — | $265K | 0.9% | |
| Fidelity US Bond Index | — | — | — | $236K | 0.8% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Class | — | — | — | $141K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Class | — | — | — | $76K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Class | — | — | — | $27K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Class | — | — | — | $3K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Class | — | — | — | $2K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Class | — | — | — | $2K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Class | — | — | — | $2K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Class | — | — | — | $1K | <0.1% |