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Original filing (PDF)20251014094904NAL0005339154001
LOWER WEST SIDE HOUSEHOLD SERVICES
Form 5500
FILING_RECEIVED
LOWER WEST SIDE HOUSEHOLD SERVICES NON-UNION RETIREMENT PLAN
401(k) retirement plan
Signals · 1
60% in single holding
Active participants
55
Accounts w/ balance
32
Plan assets (EOY)
$294K
Net assets (EOY)
$294K
How this plan invests
This plan
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
75
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "AMBAL-R2 MUTUAL FUNDS" is 60% of plan.
- 58% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOWER WEST SIDE HOUSEHOLD SERVICES.
Plan sponsor
Name
LOWER WEST SIDE HOUSEHOLD SERVICES
EIN
13-2781763
Address
460 WILLIS AVENUE, 2ND FLOOR · BRONX, NY · 10455
Phone
(718) 313-1401
Industry
Health Care & Social Assistancesee 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
9 direct securities· $292K(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMBAL-R2 MUTUAL FUNDS | — | — | — | $176K | 59.8% | |
| WGI-R2 MUTUAL FUNDS | — | — | — | $33K | 11.1% | |
| CIB-R2 MUTUAL FUNDS | — | — | — | $27K | 9.0% | |
| IBFA-R2 MUTUAL FUNDS | — | — | — | $21K | 7.1% | |
| GFA-R2 MUTUAL FUNDS | — | — | — | $12K | 4.2% | |
| WMIF-R2 MUTUAL FUNDS | — | — | — | $9K | 3.1% | |
| MMF-R2 MUTUAL FUNDS | — | — | — | $9K | 3.0% | |
| BFA-R2 MUTUAL FUNDS | — | — | — | $4K | 1.4% | |
| LOAN | — | — | — | $2K | 0.6% |
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