Original filing (PDF)20260112121222NAL0025738434001

JEWISH FEDERATION & FOUNDATION OF NORTHEAST FLORIDA

Name: JEWISH FEDERATION & FOUNDATION OF NORTHEAST FLORIDA — JACKSONVILLE JEWISH FEDERATION TAX SHELTERED ANNUITY PLAN, Form 5500 (2024)
Creator: JEWISH FEDERATION & FOUNDATION OF NORTHEAST FLORIDA

Form 5500-SF

FILING_RECEIVED

JACKSONVILLE JEWISH FEDERATION TAX SHELTERED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$678K

Net assets (EOY)

$678K

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEWISH FEDERATION & FOUNDATION OF NORTHEAST FLORIDA.

Plan sponsor

Name

JEWISH FEDERATION & FOUNDATION OF NORTHEAST FLORIDA

DBA

JEWISH JEDERATION OF JACKSONVILLE

EIN

59-0637864all filings

Address

8505 SAN JOSE BLVD · JACKSONVILLE, FL · 322174225

Phone

(904) 448-5000

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