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Original filing (PDF)20250723172838NAL0002055091001
TEMPORARY HOUSING, INC. CRS TEMPORARY HOUSING
Form 5500
FILING_RECEIVED
TEMPORARY HOUSING, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~119 bps in Sched C fees
Active participants
295
Accounts w/ balance
387
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 119 bps in Schedule C fees — 128% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEMPORARY HOUSING, INC. CRS TEMPORARY HOUSING.
Plan sponsor
Name
TEMPORARY HOUSING, INC. CRS TEMPORARY HOUSING
EIN
20-8134444
Address
20430 NORTH 19TH AVENUE, SUITE 275 · PHOENIX, AZ · 85027
Phone
(602) 393-4266
Industry
Real Estatesee 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
2025-07-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT LLC FISHER | — | VANCOUVER, WA | INVESTMENT ADVISOR | $45K | — |
Investments
22 direct securities · 2 pooled funds· $7.7M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$6.1M
22 holdings
Common Collective Trust
$1.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS ALL WORLD EQUITY SEI TRUST COMPANY · EIN 47-1327741 / PN 000 | Common Collective Trust | — | — | $1.4M | 18.2% | |
| 6 Empower Trust Company LLC Blackrock Lifepath Index 2040 | — | — | — | $945K | 12.0% | |
| 7 Empower Trust Company LLC Blackrock Lifepath Index 2045 | — | — | — | $863K | 11.0% | |
| 8 Empower Trust Company LLC Blackrock Lifepath Index 2050 | — | — | — | $687K | 8.8% | |
| 9 Empower Trust Company LLC Blackrock Lifepath Index 2055 | — | — | — | $547K | 7.0% | |
| 10 Empower Trust Company LLC Blackrock Lifepath Index 2060 | — | — | — | $489K | 6.2% | |
| 1 Empower Trust Company LLC American Funds American Balanced ** 64 2 Empower Trust Company LLC Baird Core Plus Bond ** 64 4 Empower Trust Company LLC Blackrock Lifepath Index 2030 | — | — | — | $446K | 5.7% | |
| 5 Empower Trust Company LLC Blackrock Lifepath Index 2035 | — | — | — | $428K | 5.4% | |
| 12 Empower Trust Company LLC BlackRock LifePath Index Retirement | — | — | — | $427K | 5.4% | |
| 26 Empower Trust Company LLC Vanguard Total International Stock Index Admiral ** 129 27 Empower Trust Company LLC Vanguard Total Stock Market Index Admiral | — | — | — | $323K | 4.1% | |
| 20 Empower Trust Company LLC Vanguard Growth Index Admiral | — | — | — | $303K | 3.9% | |
| 28 Empower Trust Company LLC Vanguard Total World Stock Index Admiral | — | — | — | $282K | 3.6% | |
| FISHER INVESTMENTS US FIXED INCOME SEI TRUST COMPANY · EIN 47-1333674 / PN 000 | Common Collective Trust | — | — | $151K | 1.9% | |
| 11 Empower Trust Company LLC Blackrock Lifepath Index 2065 | — | — | — | $88K | 1.1% | |
| 24 Empower Trust Company LLC Vanguard Total Bond Market Index Admiral | — | — | — | $84K | 1.1% | |
| 25 Empower Trust Company LLC Vanguard Total International Bond Index | — | — | — | $67K | 0.8% | |
| 23 Empower Trust Company LLC Vanguard Small Cap Index Admiral | — | — | — | $42K | 0.5% | |
| 22 Empower Trust Company LLC Vanguard Mid Cap Index Fund Admiral | — | — | — | $35K | 0.4% | |
| 29 Empower Trust Company LLC Vanguard Value Index Admiral | — | — | — | $28K | 0.4% | |
| 21 Empower Trust Company LLC Vanguard Inflation Protected | — | — | — | $20K | 0.3% | |
| 19 Empower Trust Company LLC Vanguard Federal Money Market | — | — | — | $18K | 0.2% | |
| 15 Empower Trust Company LLC JP Morgan Mid Cap Value | — | — | — | $7K | <0.1% | |
| 14 Empower Trust Company LLC JP Morgan Emerging Markets Equity | — | — | — | $5K | <0.1% | |
| 16 Empower Trust Company LLC PGIM Global Total Return ** 37 17 Empower Trust Company LLC PGIM High Yield ** 1 18 Empower Trust Company LLC Principal Global Real Estate | — | — | — | $2K | <0.1% |
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