Back to filter
Original filing (PDF)20251007181857NAL0002644867001
HOME HEALTHCARE, HOSPICE AND COMMUNITY SERVICES
Form 5500
FILING_RECEIVED
HCS 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
186
Accounts w/ balance
222
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 57% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOME HEALTHCARE, HOSPICE AND COMMUNITY SERVICES.
Plan sponsor
Name
HOME HEALTHCARE, HOSPICE AND COMMUNITY SERVICES
EIN
02-0464932
Address
312 MARLBORO P.O. BOX 564 · KEENE, NH · 03431
Phone
(603) 352-2253
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | INVESTMENT ADVISOR | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | CONTRACT ADMIN | $9K | — |
Investments
31 direct securities· $10.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 TRGT Date Retire R6 | — | — | — | $1.6M | 15.6% | |
| American Funds 2040 TRGT Date Retire R6 | — | — | — | $1.2M | 12.2% | |
| American Funds 2025 TRGT Date Retire R6 | — | — | — | $934K | 9.3% | |
| Putnam Growth Opportunities R6 | — | — | — | $879K | 8.8% | |
| American Funds 2035 TRGT Date Retire R6 | — | — | — | $807K | 8.0% | |
| GWI Fixed Account Series Class II | — | — | — | $594K | 5.9% | |
| American Funds 2015 TRGT Date Retire R6 | — | — | — | $561K | 5.6% | |
| American Funds 2050 TRGT Date Retire R6 | — | — | — | $505K | 5.0% | |
| Fidelity 500 Index | — | — | — | $489K | 4.9% | |
| Fidelity Global EX US Index | — | — | — | $358K | 3.6% | |
| American Funds 2045 TRGT Date Retire R6 | — | — | — | $269K | 2.7% | |
| American Funds 2010 TRGT Date Retire R6 | — | — | — | $245K | 2.4% | |
| Fidelity Small Cap Index | — | — | — | $244K | 2.4% | |
| American Funds 2020 TRGT Date Retire R6 | — | — | — | $215K | 2.1% | |
| Fidelity Emerging Markets Index | — | — | — | $196K | 2.0% | |
| Fidelity US Bond Index | — | — | — | $154K | 1.5% | |
| participants through December 2029 -0- | — | — | — | $149K | 1.5% | |
| American Funds 2055 TRGT Date Retire R6 | — | — | — | $141K | 1.4% | |
| Fidelity Mid Cap Index | — | — | — | $135K | 1.3% | |
| Mass Mutual Small Cap Opportunity I | — | — | — | $75K | 0.7% | |
| Putnam Small Cap Growth R6 | — | — | — | $65K | 0.6% | |
| American Funds Inflation Linked BD R6 | — | — | — | $54K | 0.5% | |
| American Funds 2060 TRGT Date Retire R6 | — | — | — | $43K | 0.4% | |
| Cohen & Steers Realty Shares | — | — | — | $39K | 0.4% | |
| Fidelity Advisor Small Cap Value Z | — | — | — | $27K | 0.3% | |
| American Funds 2065 TRGT Date Retire R6 | — | — | — | $17K | 0.2% | |
| Fidelity Advisor Total Bond | — | — | — | $15K | 0.2% | |
| American Century Mid Cap Value R6 | — | — | — | $13K | 0.1% | |
| American Funds American Mutual R6 | — | — | — | $13K | 0.1% | |
| PGIM High-Yield R6 | — | — | — | $7K | <0.1% | |
| American Funds American Balanced R6 | — | — | — | $3K | <0.1% |