Francia Fondrose signed Jewish Community Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jewish Community Services' EIN is 59-0637867.
Download the official 2024 Form 5500 (PDF) for Jewish Community Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jewish Community Services' plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $19K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $4.6M | 91.1% | |
| Mutual of America Equity Index Fund | Common Collective Trusts | — | — | $524K | 10.5% | |
| Mutual of America Clear Passage 2025 Fund | Other securities | — | — | $440K | 8.8% | |
| Mutual of America Clear Passage 2060 Fund | Other securities | — | — | $416K | 8.3% | |
| INVESCO STABLE VALUE TRUST INVESCO STABLE VALUE TRUST · EIN 13-1614399 / PN 000 | Common Collective Trust | — | — | $381K | 7.6% | |
| Mutual of America Clear Passage 2035 Fund | Other securities | — | — | $361K | 7.2% | |
| Mutual of America Clear Passage 2055 Fund | Other securities | — | — | $334K | 6.7% | |
| Mutual of America Moderate Allocation Fund ** 664 T. Rowe Price Spectrum Moderate Allocation Fund I Class | Other securities | — | — | $327K | 6.5% | |
| Mutual of America Clear Passage 2030 Fund | Other securities | — | — | $322K | 6.4% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $287K | 5.7% | |
| Mutual of America Clear Passage 2045 Fund | Other securities | — | — | $239K | 4.8% | |
| Mutual of America Clear Passage 2050 Fund | Other securities | — | — | $229K | 4.6% | |
| Mutual of America Clear Passage 2040 Fund | Other securities | — | — | $227K | 4.6% | |
| Calvert US Mid-Cap Core Responsible Index I | Other securities | — | — | $109K | 2.2% | |
| T. Rowe Price Blue Chip Growth I | Other securities | — | — | $103K | 2.1% | |
| Vanguard Strategic Equity Fund Investor | Mutual Funds | — | — | $60K | 1.2% | |
| Mutual of America Mid Cap Value Fund ** 144 * Mutual of America Retirement Income Fund | Other securities | — | — | $49K | 1.0% | |
| Calvert US Large-Cap Core Responsible Index Fund R6 | Common Collective Trusts | — | — | $48K | 1.0% | |
| Vanguard Real Estate Index Admiral Fund | Mutual Funds | — | — | $47K | 0.9% | |
| Fidelity Advisor New Insights Z | Mutual Funds | — | — | $46K | 0.9% | |
| Calvert Bond Fund Class R6 | U.S. Treasuries | — | — | $46K | 0.9% | |
| Calvert International Responsible Index Fund - Class R6 | Common Collective Trusts | — | — | $45K | 0.9% | |
| Mutual of America Balanced Fund | Other securities | — | — | $39K | 0.8% | |
| Calvert Small-Cap Fund Class R6 | Other securities | — | — | $38K | 0.8% | |
| Mutual of America Loan Fund | Other securities | — | — | $37K | 0.7% | |
| Loans to participants, interest rates ranging from | Participant loans | — | — | $37K | 0.7% | |
| Victory RS Small Cap Growth Fund Class R6 | Other securities | — | — | $34K | 0.7% | |
| BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $23K | 0.5% | |
| Mutual of America Small Cap Value Fund ** 149 * Mutual of America Core Bond Fund | Other securities | — | — | $23K | 0.5% | |
| American Funds Washington Mutual Investors Fund R6 Class | Mutual Funds | — | — | $17K | 0.3% | |
| Mutual of America Clear Passage 2020 Fund | Other securities | — | — | $15K | 0.3% | |
| Mutual of America All America Fund | Other securities | — | — | $12K | 0.2% | |
| American Funds Heritage Fund R6 Class | Mutual Funds | — | — | $12K | 0.2% | |
| Harbor Capital Appreciation Fund Retirement Class | Other securities | — | — | $11K | 0.2% | |
| Mutual of America Aggressive Allocation Fund | Other securities | — | — | $9K | 0.2% | |
| Fidelity Advisor Equity Income Class Z | Mutual Funds | — | — | $9K | 0.2% | |
| American Funds New World Fund R6 Class | Mutual Funds | — | — | $8K | 0.2% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $7K | 0.1% | |
| Vanguard Treasury Money Market Investor | Mutual Funds | — | — | $6K | 0.1% | |
| Mutual of America Small Cap Growth Fund | Other securities | — | — | $6K | 0.1% | |
| Mutual of America Intermediate Bond Fund ** 130 Goldman Sachs Small Cap Equity Insights R6 | Other securities | — | — | $6K | 0.1% | |
| Delaware Small Cap Growth Fund Class R6 | Other securities | — | — | $5K | <0.1% | |
| Mutual of America Mid-Cap Equity Index | Common Collective Trusts | — | — | $5K | <0.1% | |
| Goldman Sachs US Equity Insights Fund Class R6 | Other securities | — | — | $4K | <0.1% | |
| Ave Maria Bond Fund | Other securities | — | — | $4K | <0.1% | |
| Mutual of America International Fund ** 664 Vanguard International Growth Admiral Fund | Mutual Funds | — | — | $1K | <0.1% |
