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Original filing (PDF)20251223154347NAL0011248817001

CHC CREATING HEALTHIER COMMUNITIES

Form 5500-SF
FILING_RECEIVED
CHC CREATING HEALTHIER COMMUNITIES 403(B) DC PLAN
403(b) retirement plan
Active participants
22
Accounts w/ balance
86
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
89
/ 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
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHC CREATING HEALTHIER COMMUNITIES.
Plan sponsor
Name
CHC CREATING HEALTHIER COMMUNITIES
EIN
13-6167225
Address
1199 N. FAIRFAX ST, STE 600 · ALEXANDRIA, VA · 22314
Phone
(414) 369-6546
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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