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Original filing (PDF)20251015172152NAL0010523490001
SANCTUARY FOR FAMILIES, INC.
Form 5500
FILING_RECEIVED
SANCTUARY FOR FAMILIES 403(B) PLAN
403(b) retirement plan
Active participants
271
Accounts w/ balance
461
Plan assets (EOY)
$21.0M
Net assets (EOY)
$21.0M
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
- 45 bps in Schedule C fees — 56% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANCTUARY FOR FAMILIES, INC..
Plan sponsor
Name
SANCTUARY FOR FAMILIES, INC.
EIN
13-3193119
Address
120 BROADWAY · 7TH FLOOR · NEW YORK, NY · 10271
Phone
(212) 349-6009
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
2025-10-15
Pension benefit codes
2M · 403(b)(7) custodial accounts
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CERINI & ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMINISTRATIVE SVCS | 16-1503696 | UTICA, NY | RECORDKEEPER | $95K | — |
Investments
28 direct securities· $20.3M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Benefit Plans Administrative Services, LLC Vanguard Target Retirement 2045 {+} | — | — | — | $4.5M | 21.5% | |
| Benefit Plans Administrative Services, LLC Vanguard Target Retirement 2035 {+} | — | — | — | $4.0M | 19.2% | |
| Benefit Plans Administrative Services, LLC Vanguard Target Retirement 2025 {+} | — | — | — | $3.1M | 14.8% | |
| Benefit Plans Administrative Services, LLC Vanguard Target Retirement 2055 {+} | — | — | — | $2.1M | 10.0% | |
| Benefit Plans Administrative Services, LLC Vanguard 500 Index Admiral Ser {+} | — | — | — | $1.7M | 8.1% | |
| Benefit Plans Administrative Services, LLC Vanguard Target Retirement 2060 {+} | — | — | — | $766K | 3.6% | |
| Benefit Plans Administrative Services, LLC JPMorgan U.S. Equity Institutional {+} | — | — | — | $510K | 2.4% | |
| Benefit Plans Administrative Services, LLC Vanguard Target Retirement Income {+} | — | — | — | $474K | 2.3% | |
| Benefit Plans Administrative Services, LLC Vanguard Target Retirement 2040 {+} | — | — | — | $441K | 2.1% | |
| Benefit Plans Administrative Services, LLC Vanguard Target Retirement 2030 {+} | — | — | — | $431K | 2.1% | |
| Benefit Plans Administrative Services, LLC Vanguard Federal Money Market {+} | — | — | — | $425K | 2.0% | |
| Benefit Plans Administrative Services, LLC Myplanloan Traditional {+} | — | — | — | $305K | 1.5% | |
| Benefit Plans Administrative Services, LLC T. Rowe Price Growth Stock {+} | — | — | — | $283K | 1.3% | |
| Benefit Plans Administrative Services, LLC Vanguard Equity Income Admiral {+} | — | — | — | $211K | 1.0% | |
| Benefit Plans Administrative Services, LLC Vanguard Mid-Cap Index Admiral {+} | — | — | — | $166K | 0.8% | |
| Benefit Plans Administrative Services, LLC JH Discipline Value Mid Cap R6 {+} | — | — | — | $143K | 0.7% | |
| Benefit Plans Administrative Services, LLC Vanguard Small-Cap Index Admiral {+} | — | — | — | $140K | 0.7% | |
| Benefit Plans Administrative Services, LLC Vanguard Total International Stock {+} | — | — | — | $93K | 0.4% | |
| Benefit Plans Administrative Services, LLC Vanguard Short Term Bond Index Adm {+} | — | — | — | $91K | 0.4% | |
| Benefit Plans Administrative Services, LLC Amercent Small Cap Value {+} | — | — | — | $61K | 0.3% | |
| Benefit Plans Administrative Services, LLC Vanguard Intermediate Term Bond Index Admiral {+} | — | — | — | $60K | 0.3% | |
| Benefit Plans Administrative Services, LLC Brown Capital Management Small Company {+} | — | — | — | $58K | 0.3% | |
| Benefit Plans Administrative Services, LLC American Funds Europacific R6 {+} | — | — | — | $49K | 0.2% | |
| Benefit Plans Administrative Services, LLC Vanguard Real Estate Index Adm {+} | — | — | — | $41K | 0.2% | |
| Benefit Plans Administrative Services, LLC Hartford Mid Cap R6 {+} | — | — | — | $39K | 0.2% | |
| Benefit Plans Administrative Services, LLC Met West Total Return Bond I {+} | — | — | — | $38K | 0.2% | |
| Benefit Plans Administrative Services, LLC Invesco Developing Markets Y {+} | — | — | — | $19K | <0.1% | |
| Benefit Plans Administrative Services, LLC Vanguard Target Retirement 2020 {+} | — | — | — | $11K | <0.1% |