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Original filing (PDF)20250924082822NAL0002916707001
COMMUNITY ACTION FOR HUMAN SERVICES, INC
Form 5500
FILING_RECEIVED
COMMUNITY ACTION FOR HUMAN SERVICES, INC PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 2
26% in single holding~138 bps in Sched C fees
Active participants
57
Accounts w/ balance
66
Plan assets (EOY)
$963K
Net assets (EOY)
$963K
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Principal Funds Inc" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY ACTION FOR HUMAN SERVICES, INC.
Plan sponsor
Name
COMMUNITY ACTION FOR HUMAN SERVICES, INC
EIN
22-2317376
Address
2225 LODOVICK AVENUE · BRONX, NY · 10469
Phone
(718) 655-7700
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
COMMUNITY ACTION FOR HUMAN SERVICES, INC
EIN
22-2317376
City
BRONX, NY
Phone
(718) 655-7700
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WILKIN & GUTTENPLAN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $13K | — |
Investments
13 direct securities· $989K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Funds Inc | — | — | — | $259K | 26.9% | |
| Principal Funds Inc | — | — | — | $240K | 24.9% | |
| Principal Funds Inc | — | — | — | $109K | 11.4% | |
| Principal Funds Inc | — | — | — | $106K | 11.0% | |
| Principal Funds Inc | — | — | — | $79K | 8.2% | |
| Principal Life Insurance Company | — | — | — | $59K | 6.1% | |
| Principal Funds Inc | — | — | — | $37K | 3.9% | |
| Principal Funds Inc | — | — | — | $36K | 3.7% | |
| Principal Funds Inc | — | — | — | $18K | 1.9% | |
| Principal Funds Inc | — | — | — | $18K | 1.8% | |
| Principal Funds Inc | — | — | — | $17K | 1.8% | |
| Principal Funds Inc | — | — | — | $7K | 0.7% | |
| Principal Funds Inc | — | — | — | $4K | 0.5% |
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