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Original filing (PDF)20250926164343NAL0009592641001
FIELD HOME-HOLY COMFORTER
Form 5500
FILING_RECEIVED
FIELD HOME 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
26% in single holding
Active participants
4
Accounts w/ balance
163
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "S * Transamerica Financial Life Ins. Co. Fixed Fund" is 26% of plan.
Helping the score
- Below-peer total fees (31 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIELD HOME-HOLY COMFORTER.
Plan sponsor
Name
FIELD HOME-HOLY COMFORTER
EIN
13-1740107
Address
2302 CATHERINE STREET · CORTLANDT MANOR, NY · 10568
Phone
(914) 739-2244
Industry
Other Services (ex. Public Admin)see all
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
2025-09-26
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASPIRE ADVISORS | — | NORTH WHITE PLINS, NY | NONE | $18K | — |
| BPAS | 16-1503696 | UTICA, NY | NONE | $13K | — |
Investments
37 direct securities· $9.7M(99% of reported assets)
Uncategorized
$5.3M
34 holdings
Guaranteed Income / GIC
$3.0M
2 holdings
Mutual Funds
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S * Transamerica Financial Life Ins. Co. Fixed Fund | Guaranteed Income / GIC | — | — | $2.5M | 25.5% | |
| S Vanguard Target Retirement 2025 | Mutual Funds | — | — | $1.4M | 14.4% | |
| SEPARATE ACCOUNTS * Transamerica Financial Life Ins. Co. Large Growth Fund | — | — | — | $726K | 7.4% | |
| Vanguard Target Retirement 2030 | — | — | — | $658K | 6.7% | |
| Transamerica Financial Life Ins. Co. Stable Fund | — | — | — | $597K | 6.1% | |
| Empower Retirement Insurance and Annuity Company Principal Preservation Separate Account | Guaranteed Income / GIC | — | — | $467K | 4.8% | |
| Transamerica Financial Life Ins. Co. Large Value Fund | — | — | — | $448K | 4.6% | |
| Vanguard Target Retirement 2040 | — | — | — | $343K | 3.5% | |
| Transamerica Financial Life Ins. Co. Large Core Fund | — | — | — | $332K | 3.4% | |
| Vanguard 500 Index | — | — | — | $323K | 3.3% | |
| Diamond Hill Diamond Hill Large Cap | — | — | — | $241K | 2.5% | |
| T. Rowe Price T. Rowe Price Large Cap Growth | — | — | — | $213K | 2.2% | |
| Vanguard Target Retirement 2035 | — | — | — | $184K | 1.9% | |
| Vanguard Target Retirement 2020 | — | — | — | $178K | 1.8% | |
| Vanguard Mid-Cap Value Index | — | — | — | $119K | 1.2% | |
| Vanguard Target Retirement 2045 | — | — | — | $105K | 1.1% | |
| Vanguard Target Retirement 2050 | — | — | — | $101K | 1.0% | |
| Vanguard Mid-Cap Index | — | — | — | $90K | 0.9% | |
| Transamerica Financial Life Ins. Co. Balanced Fund | — | — | — | $82K | 0.8% | |
| Vanguard Inflation-Protected Securities | — | — | — | $80K | 0.8% | |
| Transamerica Financial Life Ins. Co. Calvert Fund | — | — | — | $59K | 0.6% | |
| MFS Total Return Bond | — | — | — | $58K | 0.6% | |
| Transamerica Financial Life Ins. Co. International Equity Fund | — | — | — | $54K | 0.5% | |
| Vanguard Target Retirement Income | — | — | — | $51K | 0.5% | |
| AB Global Bond | — | — | — | $42K | 0.4% | |
| Transamerica Financial Life Ins. Co. Core Bond Fund | — | — | — | $41K | 0.4% | |
| Vanguard Mid-Cap Growth Index | — | — | — | $39K | 0.4% | |
| Transamerica Financial Life Ins. Co. Inflation Opportunities Fund | — | — | — | $27K | 0.3% | |
| Vanguard Real Estate Index | — | — | — | $25K | 0.3% | |
| Vanguard Target Retirement 2055 | — | — | — | $23K | 0.2% | |
| Transamerica Financial Life Ins. Co. Short-Term Bond Fund | — | — | — | $19K | 0.2% | |
| MFS International Growth | — | — | — | $16K | 0.2% | |
| Transamerica Financial Life Ins. Co. High Yield Bond Fund | — | — | — | $12K | 0.1% | |
| Transamerica Financial Life Ins. Co. Money Market Fund | — | — | — | $8K | <0.1% | |
| Transamerica Financial Life Ins. Co. Small Cap Growth Fund | — | — | — | $7K | <0.1% | |
| with maturity through 2027 | — | — | — | $7K | <0.1% | |
| Transamerica Financial Life Ins. Co. Small Cap Value Fund | — | — | — | $7K | <0.1% |
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