How big is Center for Community Resources, Inc.'s plan?

Center for Community Resources, Inc.'s plan reported $8.6M in assets and 413 participants for 2024.

Original filing (PDF)20250929153142NAL0011029873001

Center for Community Resources, Inc.

Name: Center for Community Resources, Inc. — CCR Pension, Form 5500 (2024)
Creator: Center for Community Resources, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

CCR Pension Plan

403(b) retirement plan · Center for Community Resources, Inc.'s CCR Pension Plan held $8.6M in plan assets for 413 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 3

Late participant contributionsNon-clean audit opinion~103 bps in Sched C fees

Active participants

413

Accounts w/ balance

347

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan identifiers

Center for Community Resources, Inc.'s EIN is 02-0585594.

EIN 02-0585594

Plan number 001

Plan year 2024

ACK ID 20250929153142NAL0011029873001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Center for Community Resources, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Center for Community Resources, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CENTER FOR COMMUNITY RESOURCES, INC.

Finding similar companies…

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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 98K (8% of contributions).
Auditor issued a qualified / adverse / disclaimer opinion.
Total administrative cost in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

CENTER FOR COMMUNITY RESOURCES, INC

EIN

all filings

Address

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

Phone

(724) 431-0097

Industry

Health Care & Social Assistance

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.

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$60K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA ADVISOR NETWORKS LLC	95-3845382	—	NONE	$29K	—

Investments

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

Other securities

$3.3M

15 holdings

Mutual Funds

$2.9M

10 holdings

Common Collective Trusts

$1.7M

1 holding

Stable Value

$654K

1 holding

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