Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JEWISH FAMILY AND COMMUNITY SERVICES

Name: JEWISH FAMILY AND COMMUNITY SERVICES - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JEWISH FAMILY AND COMMUNITY SERVICES (2025) Form 5500
Creator: JEWISH FAMILY AND COMMUNITY SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JEWISH FAMILY AND COMMUNITY SERVICES, JEWISH FAMILY AND COMMUNITY SERVICES

JEWISH FAMILY AND COMMUNITY SERVICESEIN 25-0965407Plan #003PY 2025

5743 BARTLETT ST - PITTSBURGH, PA 152171515412-422-7200

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.3M

+20.1% from 2024

Total participants

190

-4.0% from 2024

Average account balance

$44,830

+14.1% from 2024

Annual return

12.98%

-5.08 pp from 2024

Benchmarks

See 740 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort740 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.26M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

162

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.

80.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$564K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP3 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$1,917

Plan features & details

Pension benefit codes2G3D2J2E2S2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$10 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.020%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GROSSMAN YANAK & FORD LLP
Auditor EIN: 251638525
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$44,830

$46,688-4.0%

$189,758-76.4%

$69,733-35.7%

Participation rate

80.7%

61.7%+19.0pp

79.8%+0.9pp

62.5%+18.2pp

Annual return

12.98%

14.35%-1.4pp

52.62%-39.6pp

15.22%-2.2pp

Employer contribution / active EE

$1,545

$1,695-8.8%

$4,767-67.6%

$2,250-31.3%

Participant deferral / active EE

$2,341

$2,143+9.3%

$5,856-60.0%

$3,054-23.4%

Admin fee / account holder

$1,700-99.5%

$20,388-100.0%

$3,102-99.7%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP3 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$1,917

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JEWISH FAMILY AND COMMUNITY SERVICES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JEWISH FAMILY AND COMMUNITY SERVICES

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