Original filing (PDF)20251023121530NAL0002765264001

SARASOTA MANATEE JEWISH HOUSING COUNCIL, INC.

Name: SARASOTA MANATEE JEWISH HOUSING COUNCIL, INC. — SMJHC EMPLOYEE RETIREMENT PLAN, Form 5500 (2024)
Creator: SARASOTA MANATEE JEWISH HOUSING COUNCIL, INC.

Form 5500-SF

FILING_RECEIVED

SMJHC EMPLOYEE RETIREMENT PLAN

403(b) retirement plan

Signals · 1

No auditor on file

Active participants

157

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SARASOTA MANATEE JEWISH HOUSING COUNCIL, INC..

Plan sponsor

Name

SARASOTA MANATEE JEWISH HOUSING COUNCIL, INC.

EIN

65-0091025

Address

1951 HONORE AVE. N · SARASOTA, FL · 342359117

Phone

(941) 377-0787

Industry

Health Care & Social Assistancesee all

Plan administrator