Original filing (PDF)20251010125842NAL0004629395001

HERITAGE CHRISTIAN SERVICES, INC.

Name: HERITAGE CHRISTIAN SERVICES, INC. — HERITAGE CHRISTIAN SERVICES, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: HERITAGE CHRISTIAN SERVICES, INC.

Form 5500

FILING_RECEIVED

HERITAGE CHRISTIAN SERVICES, INC. RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 2

42% in single holdingNo recordkeeper disclosed

Active participants

2,505

Accounts w/ balance

1,376

Plan assets (EOY)

$37.0M

Net assets (EOY)

$37.0M

How this plan invests

This plan

20 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERITAGE CHRISTIAN SERVICES, INC..

Plan sponsor

Name

HERITAGE CHRISTIAN SERVICES, INC.

EIN

22-2334190

Address

275 KENNETH DRIVE · SUITE 100 · ROCHESTER, NY · 14623

Phone

(585) 340-2000

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BONADIO & CO LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BURKE GROUP	80-0688755	—	NONE	$176K	—
NEWPORT GROUP, INC.	27-2037969	—	NONE	$29K	—

Investments

19 direct securities· $33.2M(90% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds	—	—	—	$14.4M	38.9%
American Funds	—	—	—	$4.0M	10.7%
JP Morgan	—	—	—	$2.4M	6.4%
JP Morgan	—	—	—	$2.0M	5.4%

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