Retirement plan

SERVICES FOR THE AGED, INC. DBA JASACARE 401(K) RETIREMENT PLAN

Name: SERVICES FOR THE AGED, INC. DBA JASACARE - SERVICES FOR THE AGED, INC. DBA JASACARE 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: SERVICES FOR THE AGED, INC. DBA JASACARE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SERVICES FOR THE AGED, INC. DBA JASACARE 401(K) RETIREMENT PLAN, SERVICES FOR THE AGED, INC. DBA JASACARE

SERVICES FOR THE AGED, INC. DBA JASACAREEIN 13-3200109Plan #001PY 2025

C/O JASA, 247 WEST 37TH STREET, 9TH FLOOR - NEW YORK, NY 10018212-273-5200

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$1.5M

+15.7% from 2024

Total participants

-7.4% from 2024

Average account balance

$29,821

+8.9% from 2024

Annual return

12.41%

-2.31 pp from 2024

Benchmarks

See 3,150 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort3,150 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.52M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$30K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

124.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.41%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1231

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$63K

$1531 / participant

Other / not subdivided$63K100.0%

% of EOY assets

4.128%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,821

$86,050-65.3%

$189,758-84.3%

$94,015-68.3%

Participation rate

70.7%

68.9%+1.8pp

79.8%-9.1pp

70.8%-0.1pp

Annual return

12.41%

17.77%-5.4pp

52.62%-40.2pp

17.84%-5.4pp

Employer contribution / active EE

$1,378

$2,819-51.1%

$4,767-71.1%

$2,790-50.6%

Participant deferral / active EE

$868

$3,349-74.1%

$5,856-85.2%

$4,249-79.6%

Admin fee / account holder

$1,231

$6,627-81.4%

$20,388-94.0%

$8,951-86.2%

SERVICES FOR THE AGED, INC. DBA JASACARE 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SERVICES FOR THE AGED, INC. DBA JASACARE 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion