How big is Eliot Community Human Services, Inc.'s plan?

Eliot Community Human Services, Inc.'s plan reported $41.0M in assets and 1,999 participants for 2024.

Original filing (PDF)20250929124251NAL0013862624001

Eliot Community Human Services, Inc.

Name: Eliot Community Human Services, Inc. — Eliot Communi, Form 5500 (2024)
Creator: Eliot Community Human Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Eliot Community Human Services, Inc. 401(k) Plan

401(k) retirement plan · Eliot Community Human Services, Inc.'s Eliot Community Human Services, Inc. 401(k) Plan held $41.0M in plan assets for 1,999 participants in 2024, with Empower as recordkeeper.

Active participants

1,999

Accounts w/ balance

1,169

Plan assets (EOY)

$41.0M

Net assets (EOY)

$41.0M

People on this filing

Jacob Jordan signed Eliot Community Human Services, Inc.'s 2024 Form 5500 as plan administrator.

Jacob Jordan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Eliot Community Human Services, Inc.'s EIN is 04-2316924.

EIN 04-2316924

Plan number 002

Plan year 2024

ACK ID 20250929124251NAL0013862624001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Eliot Community Human Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

35 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).
Bottom-decile employer contributions per participant (8th percentile).

Plan sponsor

Name

ELIOT COMMUNITY HUMAN SERVICES, INC.

EIN

all filings

Address

125 HARTWELL AVENUE · LEXINGTON, MA · 02421

Phone

(781) 861-0890

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

AAFCPAS, INC

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$100K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH EQUITY SERVICES	04-2675571	—	INVESTMENT ADVISOR	$44K	—
GLOBAL RETIREMENT PARTNERS LLC

Investments

35 direct securities· $34.0M(83% of reported assets)

Mutual Funds

$26.1M

18 holdings

Other securities

$4.9M

12 holdings

Common Collective Trusts

$3.0M

4 holdings

U.S. Treasuries

$28K

1 holding

					% of plan
American Funds 2050 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$5.1M	12.5%
American Funds 2040 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$4.0M	9.8%
American Funds 2030 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$4.0M	9.7%
American Funds 2045 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$3.5M	8.5%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.3M	5.6%
American Funds 2025 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$2.3M	5.5%
American Funds 2055 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$1.8M	4.5%
American Funds 2060 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$1.7M	4.1%
T. Rowe Price New Horizons Fund Mutual Fund	Other securities	—	—	$1.4M	3.4%
through March 2038 -	Other securities	—	—	$1.2M	3.0%
American Funds 2020 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$1.1M	2.7%
Capital Preservation Fund Fixed Annuity Contract	Other securities	—	—	$591K	1.4%
MFS Growth Fund Mutual Fund	Mutual Funds	—	—	$516K	1.3%
John Hancock Bond Fund Mutual Fund	Other securities	—	—	$451K	1.1%
American Funds Washington Mutual Investment Fund Mutual Fund	Mutual Funds	—	—	$391K	1.0%
American Funds 2065 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$377K	0.9%
Blackrock Equity Dividend Fund Mutual Fund	Other securities	—	—	$306K	0.7%
American Funds 2015 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$288K	0.7%
AB Large Cap Growth Fund Mutual Fund	Other securities	—	—	$275K	0.7%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$273K	0.7%
Fidelity Advisor Strategic Income Fund Mutual Fund	Mutual Funds	—	—	$268K	0.7%
ClearBridge International Growth Fund Mutual Fund	Other securities	—	—	$254K	0.6%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$237K	0.6%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$230K	0.6%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$207K	0.5%
PIMCO Real Return Fund Mutual Fund	Mutual Funds	—	—	$163K	0.4%
Blackrock Mid Cap Growth Equity Mutual Fund	Other securities	—	—	$159K	0.4%
MFS International Value Fund Mutual Fund	Mutual Funds	—	—	$112K	0.3%
MassMutual High Yield Fund Mutual Fund	Other securities	—	—	$104K	0.3%
Franklin Small Cap Value Fund Mutual Fund	Mutual Funds	—	—	$99K	0.2%
American Funds 2010 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$95K	0.2%
John Hancock Disciplined Value Mid Cap R6 Mutual Fund	Other securities	—	—	$83K	0.2%
Parnassus Core Equity Fund Mutual Fund	Other securities	—	—	$50K	0.1%
Nuveen Core Impact Bond R6 Mutual Fund	U.S. Treasuries	—	—	$28K	<0.1%
Calvert Balanced Fund Mutual Fund	Other securities	—	—	$3K	<0.1%