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Original filing (PDF)20260126142809NAL0001357921001
COMMUNITY SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
COMMUNITY SOLUTIONS, INC. 401(K) PROFIT-SHARING PLAN
401(k) retirement plan
Active participants
442
Accounts w/ balance
895
Plan assets (EOY)
$13.8M
Net assets (EOY)
$13.8M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — 154% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY SOLUTIONS, INC..
Plan sponsor
Name
COMMUNITY SOLUTIONS, INC.
EIN
06-1580562
Address
175 ADDISON ROAD · SUITE 3 · WINDSOR, CT · 06095
Phone
(860) 683-7100
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WHITTLESEY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $81K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL | 41-0973005 | — | INVESTMENT/FINANCIAL ADVI | $21K | — |
Investments
29 direct securities· $13.3M(97% of reported assets)
Registered Investment Companies
$11.2M
28 holdings
OTHER
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.4M | 17.6% | |
| INVESTMENTS APEX GUARANTEED FIXED INT Y | OTHER | — | — | $2.1M | 15.6% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $861K | 6.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $832K | 6.0% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $709K | 5.2% | |
| VIC PIO FUNDAMENTAL GROWTH R6 | Registered Investment Companies | — | — | $687K | 5.0% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $650K | 4.7% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $570K | 4.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $537K | 3.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $436K | 3.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $421K | 3.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $405K | 2.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $388K | 2.8% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Registered Investment Companies | — | — | $341K | 2.5% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $317K | 2.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $235K | 1.7% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $210K | 1.5% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $200K | 1.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $163K | 1.2% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $144K | 1.0% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $142K | 1.0% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $139K | 1.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $110K | 0.8% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $58K | 0.4% | |
| COLUMBIA OVERSEAS VALUE I3 | Registered Investment Companies | — | — | $48K | 0.3% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $45K | 0.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $40K | 0.3% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $38K | 0.3% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $12K | <0.1% |
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