Original filing (PDF)20250929153142NAL0011029873001

CENTER FOR COMMUNITY RESOURCES, INC

Name: CENTER FOR COMMUNITY RESOURCES, INC — CCR PENSION PLAN, Form 5500 (2024)
Creator: CENTER FOR COMMUNITY RESOURCES, INC

Form 5500

FILING_RECEIVED

CCR PENSION PLAN

403(b) retirement plan

Signals · 2

~103 bps in Sched C feesNo recordkeeper disclosed

Active participants

413

Accounts w/ balance

347

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

Participation health

100

Knocking points off

103 bps in Schedule C fees — 99% above peer band of 52 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTER FOR COMMUNITY RESOURCES, INC.

Plan sponsor

Name

CENTER FOR COMMUNITY RESOURCES, INC

EIN

02-0585594

Address

SUITE 625 · 212-214 S. MAIN STREET · BUTLER, PA · 16001

Phone

(724) 431-0097

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

2025-09-29

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

RUZOMBERKA HOLLAND SMITH, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$60K	—
CETERA ADVISOR NETWORKS LLC	95-3845382	—	NONE	$29K	—

Investments

27 direct securities· $8.5M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index Fund Mutual fund	—	—	—	$1.7M	19.7%
Dodge & Cox Income X Mutual fund	—	—	—	$1.3M	15.0%
Federated Hermes International Equity Mutual fund	—	—	—	$1.1M	13.4%
JPMorgan Large Cap Growth R6 Mutual fund	—	—	—	$826K	9.6%
Vanguard Equity-Income Adm Mutual fund	—	—	—	$760K	8.8%
American Funds American Balanced R6 Mutual fund	—	—	—	$676K	7.9%
The Standard Stable Asset Fund D Guaranteed investment contract	—	—	—	$654K	7.6%
JPMorgan Small Cap Growth R6 Mutual fund	—	—	—	$391K	4.5%
Wells Fargo Advantage Discovery Instl Mutual fund	—	—	—	$266K	3.1%
John Hancock Disciplined Value Mid Cap R6 Mutual fund	—	—	—	$245K	2.9%
T. Rowe Price Retirement 2040 Fund Mutual fund	—	—	—	$103K	1.2%
Metropolitan West Total Return Bond I Mutual fund	—	—	—	$91K	1.1%
T. Rowe Price New Horizons Fund Mutual fund	—	—	—	$78K	0.9%
T. Rowe Price Retirement 2030 Fund Mutual fund	—	—	—	$75K	0.9%
Vanguard Mid Cap Index Adm Mutual fund	—	—	—	$65K	0.8%
American Funds New Perspective R6 Mutual fund	—	—	—	$34K	0.4%
Vanguard Developed Markets Index Adm Mutual fund	—	—	—	$26K	0.3%
Columbia Contrarian Core R5 Mutual fund	—	—	—	$16K	0.2%
Vanguard Small Cap Index Adm Mutual fund	—	—	—	$12K	0.1%
Vanguard Real Estate Index Adm Mutual fund	—	—	—	$11K	0.1%
T. Rowe Price Retirement 2045 Fund Mutual fund	—	—	—	$11K	0.1%
Prudential High-Yield Z Mutual fund	—	—	—	$10K	0.1%
MFS International Value R4 Mutual fund	—	—	—	$10K	0.1%
T. Rowe Price Retirement 2055 Fund Mutual fund	—	—	—	$9K	0.1%
PIMCO Income Instl Mutual fund	—	—	—	$8K	<0.1%
T. Rowe Price Retirement 2060 Fund Mutual fund	—	—	—	$7K	<0.1%
BlackRock Emerging Markets K Mutual fund	—	—	—	$6K	<0.1%