Original filing (PDF)20251010140227NAL0008271889001

JEWISH FAMILY AND CHILDREN'S SERVICES

Name: JEWISH FAMILY AND CHILDREN'S SERVICES — JEWISH FAMILY AND CHILDREN'S SERVICES 403(B) PLAN, Form 5500 (2024)
Creator: JEWISH FAMILY AND CHILDREN'S SERVICES

Form 5500

FILING_RECEIVED

JEWISH FAMILY AND CHILDREN'S SERVICES 403(B) PLAN

403(b) retirement plan

Signals · 2

28% in single holdingCorrective distributions issued

Active participants

677

Accounts w/ balance

472

Plan assets (EOY)

$34.9M

Net assets (EOY)

$34.9M

How this plan invests

This plan

20 securities

funds · stocks · CUSIPs

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

Plan health score

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JEWISH FAMILY AND CHILDREN'S SERVICES

EIN

94-1156528

Address

2150 POST STREET · SAN FRANCISCO, CA · 941153508

Phone

(415) 449-1200

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

JEWISH FAMILY AND CHILDRENS SERVICES

EIN

94-1156528

City

SAN FRANCISCO, CA

Phone

(415) 449-1200

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB	94-1737782	AUSTIN, TX	TRUST CUSTODIAN	$14K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS	47-1411118	SAN RAFAEL, CA	INVESTMENT ADVISOR	$31K	—

Investments

20 direct securities· $33.3M(95% of reported assets)

Other securities

$32.7M

18 holdings

Common Stock

$593K

2 holdings

					% of plan
VANGUARD TARGET RETIREMENT 2030 FD I Registered Investment Company	Other securities	—	—	$9.5M	27.2%
VANGUARD TARGET RETIREMENT 2020 FD I Registered Investment Company	Other securities	—	—	$3.7M	10.5%
VANGUARD 500 INDEX F Registered Investment Company	Other securities	—	—	$2.8M	8.1%
SCHWAB GOVT MONEY FU ULTRA Registered Investment Company	Other securities	—	—	$2.7M	7.7%
VANGUARD GROWTH INDEX FD ADMIRAL Registered Investment Company	Other securities	—	—	$2.4M	6.8%
VANGUARD TARGET RETIREMENT 2050 FD I Registered Investment Company	Other securities	—	—	$2.3M	6.6%
VANGUARD TARGET RETIREMENT 2040 FD I Registered Investment Company	Other securities	—	—	$2.2M	6.2%
VANGUARD TARGET RETIREMENT INCM INV Registered Investment Company	Other securities	—	—	$1.3M	3.7%
VANGUARD TOTAL STOCK MKT INDX FD ADM Registered Investment Company	Other securities	—	—	$1.1M	3.2%
PARNASSUS CORE EQTY FD INV Registered Investment Company	Other securities	—	—	$1.0M	3.0%
VANGUARD INTERNATIONAL VALUE INV Registered Investment Company	Other securities	—	—	$734K	2.1%
VANGUARD TARGET RETIREMENT 2060 INV Registered Investment Company	Other securities	—	—	$647K	1.9%
VANGUARD SMALL CAP INDEX ADMIRAL SH Registered Investment Company	Other securities	—	—	$644K	1.8%
VANGUARD FTSE SOCIAL INDEX ADM Registered Investment Company	Other securities	—	—	$622K	1.8%
VANGUARD INTERM TERM BD INDEX ADM Registered Investment Company	Other securities	—	—	$536K	1.5%
VANGUARD EQUITY INC FD ADMIRAL SHS Registered Investment Company	Common Stock	—	—	$534K	1.5%
VANGUARD MID CAP INDEX FUND ADMIRAL Registered Investment Company	Other securities	—	—	$430K	1.2%
VANGUARD SHORT TERM BD INDEX FD ADM Registered Investment Company	Other securities	—	$100K	$100K	0.3%
maturing through June 2028 -	Other securities	—	—	$78K	0.2%
DFA INTERM GOVT FIXED INC PORT INSTL Registered Investment Company	Common Stock	—	—	$59K	0.2%