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Original filing (PDF)20250923155053NAL0002648083001
COALITION FOR THE HOMELESS, INC.
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR COALITION FOR THE HOMELESS, INC.
403(b) retirement plan
Active participants
101
Accounts w/ balance
106
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COALITION FOR THE HOMELESS, INC..
Plan sponsor
Name
COALITION FOR THE HOMELESS, INC.
EIN
13-3072967
Address
129 FULTON STREET · NEW YORK, NY · 10038
Phone
(212) 776-2000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORDKEEPER/BOOKKEEPER | $148 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $10K | — |
Investments
27 direct securities · 1 pooled fund· $7.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$7.6M
27 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Fixed Inc Guar Option Guaranteed Investment Contract - contract value | — | — | — | $1.8M | 23.5% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.0M | 13.5% | |
| Capital Group American Funds 2040 Target Date Retirement Fund | — | — | — | $746K | 9.7% | |
| AllianceBernstein Investments, Inc AB Large Cap Growth Fund Inc | — | — | — | $670K | 8.7% | |
| Capital Group American Funds 2035 Target Date Retirement Fund | — | — | — | $566K | 7.4% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $512K | 6.7% | |
| Capital Group American Funds 2045 Target Date Retirement Fund | — | — | — | $339K | 4.4% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $315K | 4.1% | |
| Putnam Large Cap Value Fund | — | — | — | $287K | 3.7% | |
| Capital Group American Funds 2020 Target Date Retirement Fund | — | — | — | $216K | 2.8% | |
| Capital Group American Funds 2050 Target Date Retirement Fund | — | — | — | $182K | 2.4% | |
| Franklin Small Cap Value Fund | — | — | — | $176K | 2.3% | |
| JP Morgan JPMorgan Core Plus Bond Fund | — | — | — | $140K | 1.8% | |
| Notes receivable from participants Interest Rate of 5.85% to 10.50% with maturity dates through 5/31/2030 -0- | — | — | — | $139K | 1.8% | |
| Capital Group American Funds 2025 Target Date Retirement Fund | — | — | — | $83K | 1.1% | |
| Invesco Discovery Fund | — | — | — | $78K | 1.0% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $57K | 0.7% | |
| Capital Group American Funds 2055 Target Date Retirement Fund | — | — | — | $57K | 0.7% | |
| Capital Group American Funds 2030 Target Date Retirement Fund | — | — | — | $45K | 0.6% | |
| BlackRock Mid-Cap Growth Equity Portfolio | — | — | — | $43K | 0.6% | |
| Capital Group American Funds 2060 Target Date Retirement Fund | — | — | — | $36K | 0.5% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $35K | 0.5% | |
| Fidelity Investments Fidelity Emerging Markets Fund/United States | — | — | — | $29K | 0.4% | |
| John Hancock John Hancock Disciplined Value Mid Cap Fund | — | — | — | $22K | 0.3% | |
| Capital Group American Funds 2065 Target Date Retirement Fund | — | — | — | $21K | 0.3% | |
| Cohen & Steers Cohen & Steers Realty Shares Inc | — | — | — | $11K | 0.1% | |
| Capital Group American Funds 2015 Target Date Retirement Fund | — | — | — | $3K | <0.1% | |
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 003 | Pooled Separate Account | — | — | $0 | <0.1% |
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