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  2. JEWISH FAMILY SERVICE OF GREATER NEW HAVEN, INC.
Sponsor portfolio

JEWISH FAMILY SERVICE OF GREATER NEW HAVEN, INC.

EIN 06-0646692-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
33
1440 WHALLEY AVE - NEW HAVEN, CT 065151144203-389-5599
Plans on this EIN
2 filings
#003401k-$1.3M - 17 part#002ProfitSharing-$1.0M - 16 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • NEW HAVEN, INC. (#003)56%
  • NEW HAVEN, INC. (#002)44%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NEW HAVEN, INC. (#003)17
  • NEW HAVEN, INC. (#002)16
Total 33Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JEWISH FAMILY SERVICE OF GREATER NEW HAVEN, INC.

401k

Assets$1.3M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH FAMILY SERVICE OF GREATER NEW HAVEN, INC.

ProfitSharing

Assets$1.0M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003JEWISH FAMILY SERVICE OF GREATER NEW HAVEN, INC.401k$1.3M172025
002DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH FAMILY SERVICE OF GREATER NEW HAVEN, INC.ProfitSharing$1.0M162025
Retirement plans
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