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Original filing (PDF)20251013091017NAL0001012273001
HEAVEN'S HANDS COMMUNITY SERVICES, INC.
Form 5500
FILING_RECEIVED
HEAVEN'S HANDS COMMUNITY SERVICES, INC. 403(B) PLAN
403(b) retirement plan
Active participants
111
Accounts w/ balance
93
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEAVEN'S HANDS COMMUNITY SERVICES, INC..
Plan sponsor
Name
HEAVEN'S HANDS COMMUNITY SERVICES, INC.
EIN
20-0225064
Address
67-10 MYRTLE AVENUE · GLENDALE, NY · 11385
Phone
(718) 788-5252
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INS CO OF NY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED BENEFIT PENSIONS INC. | — | MELVILLE, NY | CONTRACT ADMIN | $1K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| MORNINGSTAR INC DBA | — | CHICAGO, IL | OTHER | $357 | — |
Investments
38 direct securities· $2.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Life & Annuity Guaranteed Interest Fund | — | — | $345K | $362K | 18.4% | |
| Empower Life & Annuity Empower Lifetime 2040 Fund Svc | — | — | $298K | $294K | 15.0% | |
| Empower Life & Annuity Empower Lifetime 2050 Fund Svc | — | — | $268K | $270K | 13.7% | |
| Empower Life & Annuity Empower Lifetime 2055 Fund Svc | — | — | $221K | $231K | 11.8% | |
| Empower Life & Annuity Empower Lifetime 2045 Fund Svc | — | — | $191K | $191K | 9.7% | |
| Empower Life & Annuity Empower S&P 500 Index Fund Inv | — | — | $101K | $123K | 6.2% | |
| Empower Life & Annuity Loans | — | — | $62K | $62K | 3.2% | |
| Empower Life & Annuity Empower Lifetime 2025 Fund Svc 158 Empower Life & Annuity Empower Lifetime 2030 Fund Svc | — | — | $60K | $58K | 3.0% | |
| Empower Life & Annuity JPMorgan Large Cap Growth R3 | — | — | $51K | $53K | 2.7% | |
| Empower Life & Annuity Empower International Index Fu | — | — | $42K | $43K | 2.2% | |
| Empower Life & Annuity American Funds New World Fund | — | — | $39K | $39K | 2.0% | |
| Empower Life & Annuity Loomis Sayles Core Plus Bond A | — | — | $31K | $30K | 1.5% | |
| Empower Life & Annuity Empower Lifetime 2035 Fund Svc | — | — | $23K | $22K | 1.1% | |
| Empower Life & Annuity American Funds New Perspective | — | — | $21K | $22K | 1.1% | |
| Empower Life & Annuity Empower T Rowe Price MdCp Gr F | — | — | $20K | $21K | 1.1% | |
| Empower Life & Annuity ClearBridge Small Cap Growth A | — | — | $20K | $20K | 1.0% | |
| Empower Life & Annuity Empower Lifetime 2020 Fund Svc | — | — | $17K | $16K | 0.8% | |
| Empower Life & Annuity Franklin Growth A | — | — | $13K | $14K | 0.7% | |
| Empower Life & Annuity American Century Core Plus A | — | — | $11K | $10K | 0.5% | |
| Empower Life & Annuity MFS Total Return A | — | — | $10K | $9K | 0.5% | |
| Empower Life & Annuity Empower Lifetime 2015 Fund Svc | — | — | $10K | $9K | 0.5% | |
| Empower Life & Annuity Macquarie Small Cap Value A | — | — | $8K | $8K | 0.4% | |
| Empower Life & Annuity Invesco Oppenheimer Int'l Grow | — | — | $7K | $6K | 0.3% | |
| Empower Life & Annuity PIMCO Int Bond (USD-Hedged) A | — | — | $5K | $5K | 0.3% | |
| Empower Life & Annuity Cohen & Steers Real Estate Sec | — | — | $6K | $5K | 0.3% | |
| Empower Life & Annuity VanEck CM Commodity Index A | — | — | $5K | $5K | 0.2% | |
| Empower Life & Annuity Invesco Diversified Dividend A 242 Empower Life & Annuity Invesco Comstock A | — | — | $5K | $5K | 0.2% | |
| Empower Life & Annuity PGIM High-Yield A 878 Empower Life & Annuity Allspring Core Bond A | — | — | $4K | $4K | 0.2% | |
| Empower Life & Annuity American Century Infl Adj Bond | — | — | $4K | $3K | 0.2% | |
| Empower Life & Annuity Victory Sycamore Established V | — | — | $3K | $3K | 0.1% | |
| Empower Life & Annuity Invesco Real Estate A | — | — | $3K | $3K | 0.1% | |
| Empower Life & Annuity American Funds Washington Mutu | — | — | $3K | $3K | 0.1% | |
| American Funds The Growth Fund of America A | — | — | — | $3K | 0.1% | |
| Empower Life & Annuity Undiscovered Managers Behavior | — | — | $3K | $3K | 0.1% | |
| American Funds New Perspective Fund A | — | — | — | $2K | 0.1% | |
| American Funds AF 2045 Target Date A | — | — | — | $2K | 0.1% | |
| Empower Life & Annuity Empower Large Cap Growth Inv | — | — | $2K | $2K | 0.1% | |
| American Funds Washington Mutual Inv Fund A | — | — | — | $1K | <0.1% |
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