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Original filing (PDF)20251009153253NAL0004044483001
AIDS COMMUNITY RESOURCE
Form 5500
FILING_RECEIVED
ACR HEALTH 403(B) PLAN
403(b) retirement plan
Signals · 1
~233 bps in Sched C fees
Active participants
192
Accounts w/ balance
192
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 233 bps in Schedule C fees — 348% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIDS COMMUNITY RESOURCE.
Plan sponsor
Name
AIDS COMMUNITY RESOURCE
DBA
ACR HEALTH
EIN
16-1359060
Address
627 W GENESEE ST · SYRACUSE, NY · 132042303
Phone
(315) 475-2430
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
2025-10-09
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMLIS | — | SPRINGFIELD, MA | BROKER/ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN PARTNERS LLC | — | CHERRY HILL, NJ | CONTRACT ADMIN | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BONADIO & CO LLP | — | PITTSFORD, NY | AUDITOR | $10K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.