· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JEWISH COMMUNITY FOUNDATION — 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH COMMUNITY FOUNDATION, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250827121639NAL0005017635001
JEWISH COMMUNITY FOUNDATION
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH COMMUNITY FOUNDATION
401(k) retirement plan
Active participants
19
Accounts w/ balance
24
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JEWISH COMMUNITY FOUNDATION
.
Find decision makers
Plan sponsor
Name
JEWISH COMMUNITY FOUNDATION
EIN
95-2504044
Address
4950 MURPHY CANYON RD · SAN DIEGO, CA · 921234900
Phone
(858) 279-2740
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-27
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
THE MEDICAL ASSOCIATION OF THE STATE OF ALABAMA (MASA)
PHYSICIAN INSURANCE PLAN OF ALABAMA
$6.6M · 1,046 participants
THE ASSOCIATION OF JUNIOR LEAGUES
403(B) THRIFT PLAN FOR EMPLOYEES OF THE ASSOCIATION OF JUNIOR LEAGUES INTERNATIONAL, INC.
$6.6M · 15 participants
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN,INC
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN 401A PLAN
$6.6M · 48 participants
MAINE HOSPITAL ASSOCIATION
MAINE HOSPITAL ASSOCIATION 401(K) PLAN
$6.6M · 7 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ORANGE COUNTY EMPLOYEES ASSOCIATION, INC.
ORANGE COUNTY EMPLOYEES ASSOCIATION 401(K) PLAN
$6.6M · 30 participants
ODYSSEY HOUSE OF UTAH
ODYSSEY HOUSE OF UTAH 403(B) PLAN
$6.6M · 439 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
