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Original filing (PDF)20231016165028NAL0025489651001
CITIZEN ACCESS RESIDENTIAL RESOURCES
Form 5500
FILING_RECEIVED
CITIZEN ACCESS 401(K) PLAN
401(k) retirement plan
Signals · 2
~175 bps in Sched C fees6 service providers
Active participants
165
Accounts w/ balance
214
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
32 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 175 bps in Schedule C fees — 237% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CITIZEN ACCESS RESIDENTIAL RESOURCES.
Plan sponsor
Name
CITIZEN ACCESS RESIDENTIAL RESOURCES
EIN
03-0440255
Address
2415 HARRISON AVENUE NW · OLYMPIA, WA · 98502
Phone
(360) 753-6082
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DAVIDSON, DOYLE & HILTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE CO | 30-0989781 | — | RECORDKEEPER | $8K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO | 43-0345811 | — | INVESTMENT ADVISORY | $2K | — |
| MESIROW FINANCIAL INC | 39-3194849 | — | INVESTMENT ADVISORY | $210 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE, INC. | 39-1816008 | APPLETON, WI | TPA | $10K | — |
| THE RETIREMENT ADVANTAGE, INC | 39-1816008 | APPLETON, WI | TPA | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $13K | — |
Investments
32 pooled funds· $2.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TA BLACKROCK LP INDEX 2040 RET OPT TA BLACKROCK LP INDEX 2040 RET OPT · EIN 39-0989781 / PN 679 | Pooled Separate Account | $469K | 22.4% |
| TA BLACKROCK LP INDEX 2050 RET OPT TA BLACKROCK LP INDEX 2050 RET OPT · EIN 39-0989781 / PN 681 | Pooled Separate Account | $366K | 17.5% |
| TA BLACKROCK LP INDEX 2025 RET OPT TA BLACKROCK LP INDEX 2025 RET OPT · EIN 39-0989781 / PN 676 | Pooled Separate Account | $291K | 13.9% |
| BLACKROCK MID-CAP GR EQUITY RET OPT BLACKROCK MID-CAP GR EQUITY RET OPT · EIN 82-5217478 / PN 099 | Pooled Separate Account | $211K | 10.1% |
| TA BLACKROCK LP INDEX 2030 RET OPT TA BLACKROCK LP INDEX 2030 RET OPT · EIN 39-0989781 / PN 677 | Pooled Separate Account | $196K | 9.3% |
| FIDELITY ADVISOR GR OPP RET OPT FIDELITY ADVISOR GR OPP RET OPT · EIN 82-5217478 / PN 202 | Pooled Separate Account | $178K | 8.5% |
| FRANKLIN SMALL CAP GROWTH RET OPT FRANKLIN SMALL CAP GROWTH RET OPT · EIN 82-5217478 / PN 327 | Pooled Separate Account | $138K | 6.6% |
| TA BLACKROCK LP IDX RETMENT RET OPT TA BLACKROCK LP IDX RETMENT RET OPT · EIN 39-0989781 / PN 683 | Pooled Separate Account | $52K | 2.5% |
| TA VANGUARD LIFESTRATEGY MOD GR RT TA VANGUARD LIFESTRATEGY MOD GR RT OPT · EIN 39-0989781 / PN 504 | Pooled Separate Account | $51K | 2.4% |
| TA BLACKROCK LP INDEX 2060 RET OPT TA BLACKROCK LP INDEX 2060 RET OPT · EIN 39-0989781 / PN 822 | Pooled Separate Account | $39K | 1.8% |
| TA VANGUARD LIFESTRATEGY GR RET OPT TA VANGUARD LIFESTRATEGY GR RET OPT · EIN 39-0989781 / PN 502 | Pooled Separate Account | $34K | 1.6% |
| T. ROWE PRICE GROWTH STOCK RET OPT LEGG MASON BW GL OPP BOND RET OPT · EIN 82-5217478 / PN 048 | Pooled Separate Account | $12K | 0.6% |
| TA VANGUARD LIFESTRATEGY CNSV GR RT TA VANGUARD LIFESTRATEGY CNSV GR RT OPT · EIN 39-0989781 / PN 501 | Pooled Separate Account | $9K | 0.4% |
| AMERICAN FDS NEW PERSPECTIVE RT OPT AMERICAN FDS NEW PERSPECTIVE RT OPT · EIN 39-0989781 / PN 828 | Pooled Separate Account | $7K | 0.4% |
| TA VANGUARD REIT INDEX RET OPT TA VANGUARD REIT INDEX RET OPT · EIN 39-0989781 / PN 099 | Pooled Separate Account | $7K | 0.3% |
| STATE STREET RUSSELL SM CP VAL IDX STATE STREET RUSSELL SM CP VAL IDX RT OPT · EIN 39-0989781 / PN 046 | Pooled Separate Account | $7K | 0.3% |
| LEGG MASON BW GL OPP BOND RET OPT LEGG MASON BW GL OPP BOND RET OPT · EIN 82-5217478 / PN 040 | Pooled Separate Account | $3K | 0.2% |
| TA BLACKROCK LP INDEX 2055 RET OPT TA BLACKROCK LP INDEX 2055 RET OPT · EIN 39-0989781 / PN 682 | Pooled Separate Account | $3K | 0.2% |
| AMERICAN FUNDS NEW WORLD RET OPT AMERICAN FUNDS NEW WORLD RET OPT · EIN 39-0989781 / PN 628 | Pooled Separate Account | $3K | 0.1% |
| MFS INTL DIVERSIFICATION RET OPT MFS INTL DIVERSIFICATION RET OPT · EIN 82-5217478 / PN 124 | Pooled Separate Account | $3K | 0.1% |
| FEDERATED INSTL HIGH YIELD BD RT OP FEDERATED INSTL HIGH YIELD BD RT OPT · EIN 82-5217478 / PN 032 | Pooled Separate Account | $3K | 0.1% |
| TA BLACKROCK LP INDEX 2035 RET OPT TA BLACKROCK LP INDEX 2035 RET OPT · EIN 39-0989781 / PN 678 | Pooled Separate Account | $2K | <0.1% |
| HARTFORD DIVIDEND AND GR RET OPT HARTFORD DIVIDEND AND GR RET OPT · EIN 82-5217478 / PN 109 | Pooled Separate Account | $1K | <0.1% |
| WESTERN ASSET CORE PLUS BD RT OPT WESTERN ASSET CORE PLUS BD RT OPT · EIN 39-0989781 / PN 915 | Pooled Separate Account | $1K | <0.1% |
| STATE STREET S&P MD CP IDX RET OPT STATE STREET S&P ZMD CP IDX RET OPT · EIN 39-0989781 / PN 036 | Pooled Separate Account | $788 | <0.1% |
| JPMORGAN EQUITY INC RET OPT JPMORGAN EQUITY INC RET OPT · EIN 39-0989781 / PN 880 | Pooled Separate Account | $638 | <0.1% |
| JPMORGAN U.S. SMALL CO RET OPT JPMORGAN U.S. SMALL CO RET OPT · EIN 39-0989781 / PN 884 | Pooled Separate Account | $525 | <0.1% |
| TA VANGUARD TOTAL STOCK MKT IDX RT TA VANGUARD TOTAL STOCK MKT IDX RT OPT · EIN 39-0989781 / PN 114 | Pooled Separate Account | $487 | <0.1% |
| JP MORGAN CORE BOND RET OPT JP MORGAN CORE BOND RET OPT · EIN 82-5217478 / PN 397 | Pooled Separate Account | $426 | <0.1% |
| AMERICAN CENTURY MD CP VAL RET OPT AMERICAN CENTURY MD CP VAL RET OPT · EIN 82-5217478 / PN 195 | Pooled Separate Account | $382 | <0.1% |
| CLEARBRIDGE MID CAP RET OPT CLEARBRIDGE MID CAP RET OPT · EIN 39-0989781 / PN 883 | Pooled Separate Account | $136 | <0.1% |
| AMERICAN FDS WASHINGTON MUTUAL INVS AMERICAN FDS WASHINGTON MUTUAL INVS RT OPT · EIN 39-0989781 / PN 846 | Pooled Separate Account | $0 | <0.1% |
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