How big is Open Sky Community Services, Inc.'s plan?

Open Sky Community Services, Inc.'s plan reported $34.4M in assets and 1,379 participants for 2024.

Original filing (PDF)20250930145805NAL0012434913001

Open Sky Community Services, Inc.

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

Form 5500

FILING_RECEIVED

Open Sky Community Services, Inc. Tax-Deferred Annuity Plan

403(b) retirement plan · Open Sky Community Services, Inc.'s Open Sky Community Services, Inc. Tax-Deferred Annuity Plan held $34.4M in plan assets for 1,379 participants in 2024, with Lincoln Financial as recordkeeper.

Active participants

1,379

Accounts w/ balance

986

Plan assets (EOY)

$34.4M

Net assets (EOY)

$34.4M

Plan identifiers

Open Sky Community Services, Inc.'s EIN is 04-2587863.

EIN 04-2587863

Plan number 001

Plan year 2024

ACK ID 20250930145805NAL0012434913001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

45 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 (12th percentile).
Bottom-decile employer contributions per participant (10th percentile).

Plan sponsor

Name

OPEN SKY COMMUNITY SERVICES, INC.

EIN

all filings

Address

4 MANN ST. · WORCESTER, MA · 01602

Phone

(508) 266-6526

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

2025-09-30

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

AAFCPAS, INC.

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-0472300	—	PLAN ADMINISTRATOR	$111K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ANGELL PENSION GROUP, INC.	04-2530412	—	SERVICE PROVIDER	$25K	—

Investments

45 direct securities· $29.0M(84% of reported assets)

Mutual Funds

$24.6M

30 holdings

Common Collective Trusts

$2.9M

2 holdings

Other securities

$1.2M

11 holdings

Stable Value

$320K

1 holding

Common Stocks

$3K

1 holding

					% of plan
T Rowe Price Retirement 2040 Class I Mutual Fund	Mutual Funds	—	—	$3.4M	9.8%
T Rowe Price Retirement 2050 Class I Mutual Fund	Mutual Funds	—	—	$3.2M	9.4%
T Rowe Price Retirement 2030 Class I Mutual Fund	Mutual Funds	—	—	$2.8M	8.1%
American Funds Bonds of America Class I R6 Mutual Fund	Mutual Funds	—	—	$2.8M	8.1%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$2.8M	8.1%
Fidelity Advisor International Growth Class Z Mutual Fund	Mutual Funds	—	—	$2.5M	7.4%
T Rowe Price Value I Class Mutual Fund	Mutual Funds	—	—	$1.6M	4.8%
Vanguard Short Term Investment Grade Admiral Shares Mutual Fund	Mutual Funds	—	—	$1.5M	4.5%
T Rowe Price Retirement 2020 Class I Mutual Fund	Mutual Funds	—	—	$989K	2.9%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$878K	2.6%
Baron Focused Growth R6 Shares Mutual Fund	Other securities	—	—	$766K	2.2%
T Rowe Price Large Cap Growth Mutual Fund	Mutual Funds	—	—	$765K	2.2%
American Funds US Government Securities Class R6 Mutual Fund	Mutual Funds	—	—	$708K	2.1%
Janus Henderson Balanced Class I Mutual Fund	Mutual Funds	—	—	$654K	1.9%
T Rowe Price Retirement 2060 I Class Mutual Fund	Mutual Funds	—	—	$612K	1.8%
T Rowe Price Retirement 2010 Class I Mutual Fund	Mutual Funds	—	—	$491K	1.4%
T Rowe Price Global Technology I Class Mutual Fund	Mutual Funds	—	—	$330K	1.0%
Lincoln Fixed Fund Guaranteed Investment Contract	Stable Value	—	—	$320K	0.9%
Fidelity International Small Cap Mutual Fund	Mutual Funds	—	—	$289K	0.8%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$261K	0.8%
Fidelity Advisor Small Cap Value Class I Mutual Fund	Mutual Funds	—	—	$239K	0.7%
Driehaus Small Cap Growth Institutional Class Mutual Fund	Other securities	—	—	$206K	0.6%
Lincoln VIP SSGA S&P 500 Index Mutual Fund	Common Collective Trusts	—	—	$160K	0.5%
PIMCO Income Institutional Class Mutual Fund	Mutual Funds	—	—	$148K	0.4%
Fidelity Growth Portfolio Mutual Fund	Mutual Funds	—	—	$104K	0.3%
Invesco Gold & Special Minerals Mutual Fund	Mutual Funds	—	—	$88K	0.3%
Allspring Special Mid Cap Value Mutual Fund	Other securities	—	—	$72K	0.2%
Janus Henderson Global Research Mutual Fund	Mutual Funds	—	—	$36K	0.1%
American Funds Growth Fund Mutual Fund	Mutual Funds	—	—	$25K	<0.1%
Neuberger Berman AMT Sustainable Equity Portfolio Mutual Fund	Other securities	—	—	$24K	<0.1%
T Rowe Price International Stock Mutual Fund	Mutual Funds	—	—	$22K	<0.1%
Lincoln VIP Social Awareness Mutual Fund	Other securities	—	—	$21K	<0.1%
Lincoln VIP Dimensional US Core Equity Mutual Fund	Mutual Funds	—	—	$20K	<0.1%
American Century VP Balanced Mutual Fund	Other securities	—	—	$17K	<0.1%
Lincoln VIP SSGA Small Cap Index Mutual Fund	Other securities	—	—	$17K	<0.1%
Lincoln VIP Blended Large Cap Growth Managed Volume Mutual Fund	Other securities	—	—	$16K	<0.1%
Lincoln VIP Baron Growth Opportunities Mutual Fund	Other securities	—	—	$13K	<0.1%
Fidelity Asset Manager Mutual Fund	Mutual Funds	—	—	$12K	<0.1%
Lincoln VIP T Rowe Price 2040 Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
Lincoln VIP JP Morgan Retirement Income Mutual Fund	Other securities	—	—	$7K	<0.1%
AB VPS Large Cap Growth PORT Mutual Fund	Other securities	—	—	$6K	<0.1%
Fidelity Contrafund Portfolio Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Lincoln VIP Delaware REIT Series Mutual Fund	Common Stocks	—	—	$3K	<0.1%
American Funds Growth Income Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
American Funds International Mutual Fund	Mutual Funds	—	—	$1K	<0.1%