Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FOUNDATION FOR GROUP HOMES, INC.

Name: JEWISH FOUNDATION FOR GROUP HOMES, INC. - 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FOUNDATION FOR GROUP HOMES, INC. (2025) Form 5500
Creator: JEWISH FOUNDATION FOR GROUP HOMES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FOUNDATION FOR GROUP HOMES, INC., JEWISH FOUNDATION FOR GROUP HOMES, INC.

JEWISH FOUNDATION FOR GROUP HOMES, INC.EIN 52-1263608Plan #003PY 2025

1500 E JEFFERSON ST - ROCKVILLE, MD 208521501301-984-3839bestflowers.comLinkedIn1-10 employees

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$4.6M

+18.3% from 2024

Total participants

565

+8.4% from 2024

Average account balance

$10,216

-20.8% from 2024

Annual return

14.27%

+0.65 pp from 2024

Benchmarks

See 121 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort121 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.58M

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

448

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.

74.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$665K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+14.27%

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 CORP7 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Participant loan processing; Recordke...	$4,020

Plan features & details

Pension benefit codes2G2J2E2T

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.
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$7 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.068%

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: CLIFTON LARSON ALLEN LLP
Auditor EIN: 410746749
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$10,216

$44,398-77.0%

$103,693-90.1%

$65,191-84.3%

Participation rate

74.5%

54.3%+20.2pp

72.6%+1.9pp

63.0%+11.5pp

Annual return

14.27%

325.62%-311.3pp

47.61%-33.3pp

51.24%-37.0pp

Employer contribution / active EE

$612

$1,702-64.1%

$2,920-79.0%

$2,400-74.5%

Participant deferral / active EE

$836

$1,797-53.5%

$4,579-81.7%

$2,671-68.7%

Admin fee / account holder

$856-99.2%

$7,858-99.9%

$907-99.2%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP7 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Participant loan processing; Recordke...

$4,020

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FOUNDATION FOR GROUP HOMES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FOUNDATION FOR GROUP HOMES, INC.

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