How big is Community Wellness Partners, Inc.'s plan?

Community Wellness Partners, Inc.'s plan reported $11.2M in assets and 605 participants for 2024.

Original filing (PDF)20251015143009NAL0010076850001

Community Wellness Partners, Inc.

Name: Community Wellness Partners, Inc. — Community, Form 5500 (2024)
Creator: Community Wellness Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Community Wellness Partners, Inc. 403(b) Plan

403(b) retirement plan · Community Wellness Partners, Inc.'s Community Wellness Partners, Inc. 403(b) Plan held $11.2M in plan assets for 605 participants in 2024.

Signals · 1

Late participant contributions

Active participants

605

Accounts w/ balance

277

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

People on this filing

Corina Chrystie signed Community Wellness Partners, Inc.'s 2024 Form 5500 as plan administrator.

Corina Chrystie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Community Wellness Partners, Inc.'s EIN is 16-1536239.

EIN 16-1536239

Plan number 001

Plan year 2024

ACK ID 20251015143009NAL0010076850001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Community Wellness Partners, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Community Wellness Partners, Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY WELLNESS PARTNERS, INC..

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How this plan invests

This plan

30 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 32K (5% of contributions).
Total administrative cost in the bottom quartile of peers (13th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).
Bottom-decile employer contributions per participant (6th percentile).

Plan sponsor

Name

COMMUNITY WELLNESS PARTNERS, INC.

EIN

all filings

Address

110 UTICA ROAD · CLINTON, NY · 13323

Phone

(315) 235-7122

Industry

Health Care & Social Assistance

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BONADIO & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT PLAN ADMIN SERVICES, INC.	16-1503696	UTICA, NY	N/A	$36K	—
CARUSO AND MCLEAN & CO	—	UTICA, NY	NONE	$33K	—

Investments

30 direct securities· $11.2M(100% of reported assets)

Mutual Funds

$7.5M

23 holdings

Other securities

$1.8M

5 holdings

Common Collective Trusts

$1.2M

1 holding

Stable Value

$718K

1 holding

					% of plan
Vanguard Life Strategy Growth Mutual Fund	Mutual Funds	—	—	$2.1M	18.8%
Harbor Capital Appreciation Mutual Fund	Other securities	—	—	$1.4M	12.7%
Vanguard Life Strategy Moderate Growth Mutual Fund	Mutual Funds	—	—	$1.2M	10.9%
Fidelity 500 Index Instl Prem Mutual Fund	Common Collective Trusts	—	—	$1.2M	10.6%
Variable Annuity Life Insurance Company Fixed Interest Option Advisor Fund Guaranteed Investment Contract	Stable Value	—	—	$718K	6.4%
Fidelity Mid Cap Index Instl Prem Mutual Fund	Mutual Funds	—	—	$711K	6.3%
Vanguard Target Retirement 2030 Mutual Fund	Mutual Funds	—	—	$622K	5.5%
Vanguard Life Strategy Conservative Growth Mutual Fund	Mutual Funds	—	—	$544K	4.9%
Vanguard Target Retirement 2035 Mutual Fund	Mutual Funds	—	—	$397K	3.5%
Vanguard Target Retirement 2025 Mutual Fund	Mutual Funds	—	—	$290K	2.6%
Vanguard Target Retirement 2050 Mutual Fund	Mutual Funds	—	—	$290K	2.6%
Vanguard Life Strategy Income Mutual Fund	Mutual Funds	—	—	$272K	2.4%
Met West Total Return Bond Mutual Fund	Other securities	—	—	$228K	2.0%
American Funds Wash Mutual R6 Mutual Fund	Mutual Funds	—	—	$201K	1.8%
Vanguard Target Retirement 2045 Mutual Fund	Mutual Funds	—	—	$186K	1.7%
American Funds Euro Pacific R6 Mutual Fund	Mutual Funds	—	—	$156K	1.4%
Various maturities thru June 2042	Other securities	—	—	$100K	0.9%
Vanguard Target Retirement 2040 Mutual Fund	Mutual Funds	—	—	$91K	0.8%
Vanguard Inflation Protected Sec ADM Mutual Fund	Mutual Funds	—	—	$79K	0.7%
Vanguard Target Retirement 2055 Mutual Fund	Mutual Funds	—	—	$60K	0.5%
Vanguard Target Retirement 2060 Mutual Fund	Mutual Funds	—	—	$58K	0.5%
Vanguard Target Retirement 2065 Mutual Fund	Mutual Funds	—	—	$57K	0.5%
Vanguard Small-Cap Index ADM Mutual Fund	Mutual Funds	—	—	$53K	0.5%
Vanguard Target Retirement 2020 Mutual Fund	Mutual Funds	—	—	$43K	0.4%
Fidelity Intl Index Instl Prem Mutual Fund	Mutual Funds	—	—	$38K	0.3%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$34K	0.3%
Dodge & Cox Global Bond Mutual Fund	Mutual Funds	—	—	$17K	0.2%
Vanguard Short Term Investment Grade Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
Cohen & Steers Real Estate Sec Z Mutual Fund	Other securities	—	—	$8K	<0.1%
Blackrock High Yield Bond Inst Mutual Fund	Other securities	—	—	$3K	<0.1%