Original filing (PDF)20251007133523NAL0002713779001

JEWISH COMMUNITY OF LOUISVILLE, INC.

Name: JEWISH COMMUNITY OF LOUISVILLE, INC. — 403(B) THRIFT PLAN FOR JEWISH COMMUNITY OF LOUISVILLE, INC., Form 5500 (2024)
Creator: JEWISH COMMUNITY OF LOUISVILLE, INC.

Form 5500

FILING_RECEIVED

403(B) THRIFT PLAN FOR JEWISH COMMUNITY OF LOUISVILLE, INC.

Defined-contribution retirement plan

Signals · 1

100% employer stock

Active participants

335

Accounts w/ balance

193

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

How this plan invests

This plan

1 pooled trust

Schedule D

55 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEWISH COMMUNITY OF LOUISVILLE, INC..

Plan sponsor

Name

JEWISH COMMUNITY OF LOUISVILLE, INC.

EIN

61-0444765

Address

3600 DUTCHMANS LN · LOUISVILLE, KY · 402053302

Phone

(502) 459-0660

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

2025-10-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

WELEKEN CPAS

Trustee / custodian

—

Trustee phone

—

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	$1K	—

Investments

55 direct securities · 1 pooled fund· $5.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Common Stock

$5.0M

53 holdings

Pooled Separate Account

$225K

1 holding

Cash / Money Market

$4K

2 holdings

					% of plan
Group Annuity Contract * Mutual of America General Account	Common Stock	—	—	$668K	17.4%
. GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account	Common Stock	—	—	$505K	13.1%
Group Annuity Contract * Mutual of America 2045 Retirement Fund	Common Stock	—	—	$453K	11.8%
Group Annuity Contract * Mutual of America Conservative Allocation Fund 973 Group Annuity Contract * Mutual of America Moderate Allocation Fund	Common Stock	—	—	$355K	9.2%
Group Annuity Contract * Mutual of America 2040 Retirment Fund	Common Stock	—	—	$295K	7.7%
Group Annuity Contract * Mutual of America 2050 Retirement Fund	Common Stock	—	—	$289K	7.5%
Group Annuity Contract * Mutual of America 2035 Retirement Fund	Common Stock	—	—	$270K	7.0%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2040 Fund	Common Stock	—	—	$255K	6.6%
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$225K	5.9%
Group Annuity Contract * Mutual of America 2020 Retirement Fund	Common Stock	—	—	$177K	4.6%
Group Annuity Contract * Mutual of America DWS Capital Growth VIP	Common Stock	—	—	$139K	3.6%
Group Annuity Contract * Mutual of America 2025 Retirement Fund	Common Stock	—	—	$133K	3.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2025 Fund	Common Stock	—	—	$132K	3.4%
Group Annuity Contract * Mutual of America Equity Index Fund	Common Stock	—	—	$121K	3.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Equity Index Fund	Common Stock	—	—	$118K	3.1%
Group Annuity Contract * Mutual of America 2055 Retirement Fund	Common Stock	—	—	$117K	3.0%
Group Annuity Contract * Mutual of America American Century VP Cap Apprec	Common Stock	—	—	$110K	2.9%
Group Annuity Contract * Mutual of America T Rowe Price Blue Chip Growth	Common Stock	—	—	$73K	1.9%
Group Annuity Contract * Mutual of America Small Cap Growth Fund	Common Stock	—	—	$68K	1.8%
Group Annuity Contract * Mutual of America Mid Cap Equity Index Fund	Common Stock	—	—	$62K	1.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Equity Index Fund	Common Stock	—	—	$59K	1.5%
Group Annuity Contract * Mutual of America All America Fund	Common Stock	—	—	$56K	1.5%
Group Annuity Contract * Mutual of America 2030 Retirement Fund	Common Stock	—	—	$49K	1.3%
Group Annuity Contract * Mutual of America 2065 Retirement Fund	Common Stock	—	—	$40K	1.0%
Group Annuity Contract * Mutual of America Vanguard VIF Diversified Value	Common Stock	—	—	$39K	1.0%
Plan Number: 002 . GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Diversified Value Portfolio	Common Stock	—	—	$38K	1.0%
Group Annuity Contract * Mutual of America Goldman Sachs VIT US Equity Insights Fund 875 Group Annuity Contract * Mutual of America Vanguard VIF International	Common Stock	—	—	$33K	0.8%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF International Portfolio	Common Stock	—	—	$32K	0.8%
Group Annuity Contract * Mutual of America Aggressive Allocation Fund	Common Stock	—	—	$30K	0.8%
Group Annuity Contract * Mutual of America Fidelity VIP Mid Cap	Common Stock	—	—	$29K	0.7%
Group Annuity Contract * Mutual of America Fidelity VIP Contrafund	Common Stock	—	—	$27K	0.7%
Group Annuity Contract * Mutual of America Invesco VI Main Street Fund	Common Stock	—	—	$26K	0.7%
. GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT US Equity Insights Fund 875 . GROUP ANNUITY CONTRACT Mutual of America Invesco V.I. Main Street Fund	Common Stock	—	—	$26K	0.7%
Group Annuity Contract * Mutual of America Intermediate Bond Fund	Common Stock	—	—	$24K	0.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Intermediate Bond Fund	Common Stock	—	—	$23K	0.6%
Group Annuity Contract * Mutual of America 2060 Retirement Fund	Common Stock	—	—	$22K	0.6%
Group Annuity Contract * Mutual of America Retirement Income Fund	Common Stock	—	—	$19K	0.5%
Group Annuity Contract * Mutual of America Bond Fund	Common Stock	—	—	$18K	0.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Conservative Allocation Fund 973 . GROUP ANNUITY CONTRACT Mutual of America MoA Core Bond Fund	Common Stock	—	—	$17K	0.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Retirement Income Fund	Common Stock	—	—	$15K	0.4%
Group Annuity Contract * Mutual of America Vanguard Total Bond Market	Common Stock	—	—	$8K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Total Bond Market Index Portfolio	Common Stock	—	—	$8K	0.2%
Group Annuity Contract * Mutual of America American Fund- New World	Common Stock	—	—	$7K	0.2%
Group Annuity Contract * Mutual of America Mid Cap Value Fund	Common Stock	—	—	$7K	0.2%
Group Annuity Contract * Mutual of America Fidelity VIP Asset Manager	Common Stock	—	—	$5K	0.1%
Group Annuity Contract * Mutual of America Vanguard VIF REIT Index Port	Common Stock	—	—	$5K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Real Estate Index Portfolio	Common Stock	—	—	$5K	0.1%
Group Annuity Contract * Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund	Common Stock	—	—	$4K	0.1%
Group Annuity Contract * Mutual of America Balanced Fund	Common Stock	—	—	$3K	<0.1%
Group Annuity Contract * Mutual of America International Fund	Common Stock	—	—	$3K	<0.1%