Filings through .
Jewish Heritage Fund for Excellence
EIN 20-3805455Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
1
$1.3M assets
Health & Benefits
1
Participants
14
101 SOUTH 5TH STREET, SUITE 1600 - LOUISVILLE, KY 40202502-365-3209
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN
401(k)
Assets$1.3M
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
JEWISH HERITAGE FUND FOR EXCELLENCE CBS BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN | 401(k) | $1.3M | 7 | 2025 |
- #001 · 401(k) · 20257
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | JEWISH HERITAGE FUND FOR EXCELLENCE CBS BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans