Retirement plan

JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN

Name: JEWISH HERITAGE FUND FOR EXCELLENCE - JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN (2025) Form 5500
Creator: JEWISH HERITAGE FUND FOR EXCELLENCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN, JEWISH HERITAGE FUND FOR EXCELLENCE

JEWISH HERITAGE FUND FOR EXCELLENCEEIN 20-3805455Plan #001PY 2025

101 SOUTH 5TH STREET, SUITE 1600 - LOUISVILLE, KY 40202502-365-3209

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+30.7% from 2024

Total participants

0.0% from 2024

Average account balance

$188,331

+30.7% from 2024

Annual return

19.08%

+1.23 pp from 2024

Benchmarks

See 9,624 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort9,624 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.32M

Not enough data

1 years with asset history on file

Average account balance

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

$188K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$117K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+19.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$591

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 codes2F2G2J2T3D

Plan features

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$689 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.314%

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

$188,331

$157,829+19.3%

$136,867+37.6%

$198,609-5.2%

Participation rate

100.0%

77.2%+22.8pp

74.5%+25.5pp

82.4%+17.6pp

Annual return

19.08%

51.25%-32.2pp

42.97%-23.9pp

202.70%-183.6pp

Employer contribution / active EE

$7,957

$3,923+102.8%

$3,547+124.3%

$5,055+57.4%

Participant deferral / active EE

$11,515

$5,463+110.8%

$4,924+133.9%

$6,977+65.0%

Admin fee / account holder

$591

$11,107-94.7%

$10,340-94.3%

$19,030-96.9%

JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) 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