Original filing (PDF)20251010112738NAL0008053505001

NEIGHBORHOOD HEALTH CENTER OF WNY, INC.

Name: NEIGHBORHOOD HEALTH CENTER OF WNY, INC. — NEIGHBORHOOD HEALTH CENTER OF WNY, INC. 403(B) PLAN, Form 5500 (2024)
Creator: NEIGHBORHOOD HEALTH CENTER OF WNY, INC.

Form 5500

FILING_RECEIVED

NEIGHBORHOOD HEALTH CENTER OF WNY, INC. 403(B) PLAN

401(k) retirement plan

Signals · 1

18% employer stock

Active participants

376

Accounts w/ balance

318

Plan assets (EOY)

$11.7M

Net assets (EOY)

$11.7M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (12th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEIGHBORHOOD HEALTH CENTER OF WNY, INC..

Plan sponsor

Name

NEIGHBORHOOD HEALTH CENTER OF WNY, INC.

EIN

16-1294447

Address

155 LAWN AVENUE · ROOM 301 · BUFFALO, NY · 142071618

Phone

(716) 875-2904

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

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

JEFFREY L. OFFHAUS CPA, LLC

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	RECORDKEEPER	$31K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMBRIDGE INVESTMENT RESEARCH ADVIS	20-1665305	FAIRFIELD, IA	INVESTMENT ADVISORY	$32K	—

Investments

32 direct securities· $11.4M(97% of reported assets)

Other securities

$9.2M

22 holdings

Common Stock

$2.0M

9 holdings

Bonds / Notes

$237K

1 holding

					% of plan
Principal Life Insurance Company Fixed Income Guarantee Option -	Other securities	—	—	$2.1M	18.2%
Fidelity Investments Fidelity US Bond Index Fund -	Other securities	—	—	$1.3M	11.2%
TIAA Investments TIAA-CREF Real Est Sec Inst Fd -	Other securities	—	—	$657K	5.6%
The American Funds Am Fds Bd Fd of Am R6 Fd -	Other securities	—	—	$652K	5.5%
JP Morgan Funds JP Morgan Lrg Cap Value R6 Fd -	Other securities	—	—	$621K	5.3%
T. Rowe Price Funds T.Rowe Price Lg Cp Gwth I Fund -	Other securities	—	—	$543K	4.6%
Vanguard Group Vanguard Tgt Rmt 2040 Inv Fund -	Common Stock	—	—	$521K	4.4%
Fidelity Investments Fidelity Sm Cap Index Fund -	Other securities	—	—	$504K	4.3%
Vanguard Group Vanguard Tgt Rmt 2020 Inv Fund -	Common Stock	—	—	$459K	3.9%
SEI TRUST COMPANY Allspring Core Plus Bond R6 -	Other securities	—	—	$442K	3.8%
Columbia Funds Columbia Sel MidCp Value I3 Fd -	Other securities	—	—	$385K	3.3%
Fidelity Investments Fidelity International Idx Fd -	Other securities	—	—	$381K	3.2%
Alliance Bernstein AB Discovery Growth Z Fund -	Other securities	—	—	$289K	2.5%
Vanguard Group Vanguard Tgt Rmt Inc Inv Fund -	Common Stock	—	—	$266K	2.3%
Fidelity Investments Fidelity Mid Cp Index Fund -	Other securities	—	—	$251K	2.1%
Fidelity Investments Fidelity 500 Index Fund -	Other securities	—	—	$243K	2.1%
Plan participants Notes receivable, various maturities, interest rate range of 5.25% to 10.50% 0	Bonds / Notes	—	—	$237K	2.0%
Vanguard Group Vanguard Tgt Rmt 2035 Inv Fund -	Common Stock	—	—	$227K	1.9%
The American Funds American Funds NewWorld R6 -	Other securities	—	—	$166K	1.4%
BlackRock Strat Gbl Bond K Fd -	Other securities	—	—	$145K	1.2%
Vanguard Group Vanguard Tgt Rmt 2025 Inv Fund -	Common Stock	—	—	$143K	1.2%
Vanguard Group Vanguard Tgt Rmt 2050 Inv Fund -	Common Stock	—	—	$137K	1.2%
Invesco Funds Group, Inc. Invesco Small Cap Value R6 Fd -	Common Stock	—	—	$128K	1.1%
Lord Abbett Lord Abbett Dev Growth R6 Fund -	Other securities	—	—	$115K	1.0%
The American Funds American Funds NewPrsp R6 Fnd -	Other securities	—	—	$113K	1.0%
Vanguard Group Vanguard Tgt Rmt 2030 Inv Fund -	Common Stock	—	—	$87K	0.7%
BlackRock Intl K Fund -	Other securities	—	—	$69K	0.6%
PIMCO Funds PIMCO Real Return Instl Fund -	Other securities	—	—	$68K	0.6%
T. Rowe Price Funds T.Rowe Price Lg Cp Gwth I Fund -	Other securities	—	—	$47K	0.4%
Vanguard Group Vanguard Tgt Rmt 2045 Inv Fund -	Common Stock	—	—	$34K	0.3%
TIAA Investments TIAA-CREF Real Est Sec Inst Fd -	Other securities	—	—	$26K	0.2%
PIMCO Funds PIMCO Real Return Instl Fund -	Other securities	—	—	$14K	0.1%