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Original filing (PDF)20251014195241NAL0003575425001
COMMUNITY HEALTH ACCREDITATION PROGRAM
Form 5500
FILING_RECEIVED
COMMUNITY HEALTH ACCREDITATION PROGRAM 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
117
Accounts w/ balance
145
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (29 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY HEALTH ACCREDITATION PROGRAM.
Plan sponsor
Name
COMMUNITY HEALTH ACCREDITATION PROGRAM
EIN
13-3506107
Address
2300 CLARENDON BLVD. · SUITE 405 · ARLINGTON, VA · 222013392
Phone
(202) 862-3413
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
2025-10-14
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
WITHUM SMITH & BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $23K | — |
Investments
14 direct securities · 13 pooled funds· $8.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$4.9M
14 holdings
Pooled Separate Account
$2.2M
5 holdings
Common Collective Trust
$892K
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Fixed Inc Guaranteed Option - | — | — | — | $1.5M | 19.0% | |
| PGIM Investments Total Return Bond R6 Fund - | — | — | — | $684K | 8.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $664K | 8.3% | |
| JP Morgan Funds Large Cap Growth R6 Fund - | — | — | — | $657K | 8.3% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $633K | 7.9% | |
| Invesco Funds Group, Inc. Diversified Dividend R6 Fund - | — | — | — | $606K | 7.6% | |
| American Funds New Perspective R6 Fund - | — | — | — | $499K | 6.3% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $458K | 5.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $423K | 5.3% | |
| SEI Trust Company Allspring Spec Mid Cap Val - | — | — | — | $334K | 4.2% | |
| Eaton Vance Atlanta Cap SMid-Cap R6 Fd - | — | — | — | $263K | 3.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $253K | 3.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $236K | 3.0% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $151K | 1.9% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $103K | 1.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $101K | 1.3% | |
| American Funds Service Company Income Fund of America R6 - | — | — | — | $92K | 1.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $92K | 1.1% | |
| Principal Global Investors Trust Company Lifetime Hybrid Income - | — | — | — | $92K | 1.1% | |
| Participant Loans Interest rates of 4.25% - | — | — | — | $86K | 1.1% | |
| Neuberger Berman Real Estate R6 Fund - | — | — | — | $42K | 0.5% | |
| American Funds EuroPacific Gr R6 Fund - | — | — | — | $35K | 0.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $15K | 0.2% | |
| American Funds New Economy R6 Fund - | — | — | — | $9K | 0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $8K | 0.1% | |
| JP Morgan Funds Govt Bond R6 Fund - | — | — | — | $1K | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% |
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