Retirement plan

JEWISH COMMUNITY RELATIONS COUNCIL

Name: JEWISH COMMUNITY RELATIONS COUNCIL - JEWISH COMMUNITY RELATIONS COUNCIL (2025) Form 5500
Creator: JEWISH COMMUNITY RELATIONS COUNCIL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEWISH COMMUNITY RELATIONS COUNCIL, JEWISH COMMUNITY RELATIONS COUNCIL

JEWISH COMMUNITY RELATIONS COUNCILEIN 52-0214465Plan #002PY 2025

6101 EXECUTIVE BLVD, SUITE 300 - NORTH BETHESDA, MD 20852301-770-0881LinkedIn1-10 employeesgovernment relations

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.2M

+18.3% from 2024

Total participants

-4.5% from 2024

Average account balance

$198,979

+23.9% from 2024

Annual return

15.98%

-0.06 pp from 2024

Benchmarks

See 48,836 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort48,836 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.18M

Not enough data

1 years with asset history on file

Average account balance

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

$199K

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.

161.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$273K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+15.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10439

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 codes2M3D2G2F2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

$219K

$16863 / participant

Other / not subdivided$219K100.0%

% of EOY assets

5.246%

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

$198,979

$70,366+182.8%

$66,674+198.4%

$138,895+43.3%

Participation rate

100.0%

76.2%+23.8pp

73.7%+26.3pp

79.9%+20.1pp

Annual return

15.98%

386.41%-370.4pp

321.24%-305.3pp

145.39%-129.4pp

Employer contribution / active EE

$9,699

$2,765+250.8%

$2,620+270.2%

$4,194+131.2%

Participant deferral / active EE

$11,292

$4,374+158.2%

$4,084+176.5%

$6,396+76.5%

Admin fee / account holder

$10,439

$5,262+98.4%

$5,098+104.8%

$12,562-16.9%

JEWISH COMMUNITY RELATIONS COUNCIL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEWISH COMMUNITY RELATIONS COUNCIL

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