Original filing (PDF)20250912095239NAL0000867265001

JEWISH FEDERATION OF VENTURA COUNTY

Name: JEWISH FEDERATION OF VENTURA COUNTY — 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF VENTURA COUNTY, Form 5500 (2024)
Creator: JEWISH FEDERATION OF VENTURA COUNTY

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF VENTURA COUNTY

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$490K

Net assets (EOY)

$490K

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEWISH FEDERATION OF VENTURA COUNTY.

Plan sponsor

Name

JEWISH FEDERATION OF VENTURA COUNTY

EIN

95-3848761

Address

5425 EVERGLADES STREET · VENTURA, CA · 93003

Phone

(805) 647-7800

Industry

Other Services (ex. Public Admin)see all

Plan administrator