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Original filing (PDF)20240715190137NAL0001090083001
I.M. SULZBACHER CENTER FOR THE HOMELESS
Form 5500
FILING_RECEIVED
IM SULZBACHER CENTER FOR THE HOMELESS 403(B) PLAN
403(b) retirement plan
Signals · 3
Late filing · 32.0 moNo recordkeeper disclosed16 service providers
Active participants
133
Accounts w/ balance
107
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
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
80
Vendor stack
80
Participation health
100
Knocking points off
- Filed 32.0 months past the 10.5-month grace window.
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
- 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 I.M. SULZBACHER CENTER FOR THE HOMELESS.
Plan sponsor
Name
I.M. SULZBACHER CENTER FOR THE HOMELESS
EIN
59-3229898
Address
611 E ADAMS ST. · JACKSONVILLE, FL · 32202
Phone
(904) 359-0457
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2020-01-01
Tax period
2020-12-31
Filed
2024-07-15
Pension benefit codes
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
CARR, RIGGS, & INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsTPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE | 04-1590850 | — | CONTRACT ADMINISTRATOR | $17K | — |
| ADMIN PARTNERS LLC | 26-3310639 | — | TPA | $2K | — |
| ADMIN PARTNERS LLC | 26-3310639 | — | TPA | $0 | — |
Other
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 41-0449260 | — | INVESTMENT PROVIDER | $0 | — |
| PIMCO FUNDS | 95-2632339 | — | INVESTMENT PROVIDER | $0 | — |
| JP MORGAN | 26-3613641 | — | INVESTMENT PROVIDER | $0 | — |
| DWS FUNDS | 13-2661231 | — | INVESTMENT PROVIDER | $0 | — |
| BLACKROCK | 51-0318674 | — | INVESTMENT PROVIDER | $0 | — |
| BLACKROCK | 22-3483675 | — | INVESTMENT PROVIDER | $0 | — |
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | SHAREHOLDR SERVICE PRVDR | $0 | — |
| ENVESTMENT RETIREMENT SOLUTIONS LLC | 61-1732930 | — | INVESTMENT PROVIDER | $0 | — |
| FRANKLINTEMPLETON | 22-2169185 | — | INVESTMENT PROVIDER | $0 | — |
| FRANKLINTEMPLETON | 13-2573775 | — | INVESTMENT PROVIDER | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | INVESTMENT PROVIDER | $0 | — |
| AMERICAN FUNDS | 66-0793788 | — | INVESTMENT PROVIDER | $0 | — |
| AMERICAN FUNDS | 22-1557722 | — | INVESTMENT PROVIDER | $0 | — |
Investments
1 pooled fund· $461K(18% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| C.M. LIFE INSURANCE COMPANY MASS MUTUAL · EIN 06-1041383 / PN 001 | Pooled Separate Account | $461K | 17.9% |