Original filing (PDF)20250916090227NAL0001082003001

JEWISH FAMILY & CHILDREN'S SERVICE OF THE SUNCOAST, INC.

Name: JEWISH FAMILY & CHILDREN'S SERVICE OF THE SUNCOAST, INC. — 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FAMILY & CHILDREN'S SERVICE OF THE SUNCOAST, INC., Form 5500 (2024)
Creator: JEWISH FAMILY & CHILDREN'S SERVICE OF THE SUNCOAST, INC.

Form 5500

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FAMILY & CHILDREN'S SERVICE OF THE SUNCOAST, INC.

401(k) retirement plan

Signals · 2

Late participant contributions99% employer stock

Active participants

104

Accounts w/ balance

219

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

How this plan invests

This plan

1 pooled trust

Schedule D

40 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) — 50K (4% of contributions).

Helping the score

Below-peer total plan cost (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEWISH FAMILY & CHILDREN'S SERVICE OF THE SUNCOAST, INC..

Plan sponsor

Name

JEWISH FAMILY & CHILDREN'S SERVICE OF THE SUNCOAST, INC.

EIN

59-2693318

Address

2688 FRUITVILLE RD · SARASOTA, FL · 342375223

Phone

(941) 366-2224

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

2025-09-16

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

2S · Automatic enrollment

2L · 403(b)(1) annuity

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$2K	—

Investments

40 direct securities · 1 pooled fund· $10.0M(100% of reported assets)

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.

Common Stock

$5.2M

39 holdings

Pooled Separate Account

$4.7M

1 holding

Cash / Money Market

$62K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$4.7M	89.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Value Fund 277 . GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account	Common Stock	—	—	$570K	10.8%
Plan Number: 002 . GROUP ANNUITY CONTRACT Mutual of America T. Rowe Price Blue Chip Growth Portfolio	Common Stock	—	—	$476K	9.0%
. GROUP ANNUITY CONTRACT Mutual of America Delaware VIP Small Cap Value Series 20 . GROUP ANNUITY CONTRACT Mutual of America DWS Capital Growth VIP	Common Stock	—	—	$460K	8.7%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Diversified Value Portfolio	Common Stock	—	—	$438K	8.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2030 Fund	Common Stock	—	—	$368K	6.9%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2045 Fund	Common Stock	—	—	$348K	6.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2040 Fund	Common Stock	—	—	$258K	4.9%
. GROUP ANNUITY CONTRACT Mutual of America MFS VIT III Mid Cap Value Portfolio 0 . GROUP ANNUITY CONTRACT Mutual of America MoA Aggressive Allocation Fund	Common Stock	—	—	$256K	4.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Equity Index Fund	Common Stock	—	—	$206K	3.9%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2055 Fund	Common Stock	—	—	$177K	3.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Conservative Allocation Fund	Common Stock	—	—	$171K	3.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2035 Fund	Common Stock	—	—	$162K	3.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2050 Fund	Common Stock	—	—	$134K	2.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2025 Fund	Common Stock	—	—	$130K	2.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Growth Fund	Common Stock	—	—	$125K	2.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2015 Fund	Common Stock	—	—	$117K	2.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Equity Index Fund	Common Stock	—	—	$111K	2.1%
. GROUP ANNUITY CONTRACT Mutual of America American Century Investments VP Capital Appreciation Fund	Common Stock	—	—	$101K	1.9%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Value Fund 215 . GROUP ANNUITY CONTRACT Mutual of America MoA Moderate Allocation Fund	Common Stock	—	—	$81K	1.5%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Equity-Income Portfolio	Common Stock	—	—	$79K	1.5%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF International Portfolio	Common Stock	—	—	$79K	1.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Retirement Income Fund	Common Stock	—	—	$67K	1.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2020 Fund	Common Stock	—	—	$65K	1.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Money Market Fund	Cash / Money Market	—	—	$62K	1.2%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Contrafund Portfolio	Common Stock	—	—	$34K	0.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Intermediate Bond Fund 39 . GROUP ANNUITY CONTRACT Mutual of America MoA International Fund	Common Stock	—	—	$32K	0.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Balanced Fund	Common Stock	—	—	$31K	0.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Core Bond Fund	Common Stock	—	—	$29K	0.5%
. GROUP ANNUITY CONTRACT Mutual of America American Funds Insurance Series New World Fund 0 . GROUP ANNUITY CONTRACT Mutual of America Calvert VP SRI Balanced Portfolio	Common Stock	—	—	$26K	0.5%
. GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT US Equity Insights Fund	Common Stock	—	—	$22K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2060 Fund	Common Stock	—	—	$19K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Mid Cap Portfolio	Common Stock	—	—	$13K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Real Estate Index Portfolio	Common Stock	—	—	$11K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA All America Fund	Common Stock	—	—	$7K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Equity Index Fund	Common Stock	—	—	$7K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Total Bond Market Index Portfolio	Common Stock	—	—	$7K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Asset Manager Portfolio	Common Stock	—	—	$5K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America PIMCO VIT Real Return Portfolio	Common Stock	—	—	$5K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2065 Fund	Common Stock	—	—	$3K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Invesco V.I. Main Street Fund	Common Stock	—	—	$1K	<0.1%