How big is City YEAR, Inc.'s plan?

City YEAR, Inc.'s plan reported $82.1M in assets and 847 participants for 2024.

Original filing (PDF)20251015105638NAL0006028512001

City YEAR, Inc.

Name: City YEAR, Inc. — City YEAR 401(k) Savings Plan, Form 5500 (2024)
Creator: City YEAR, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

City YEAR 401(k) Savings Plan

401(k) retirement plan · City YEAR, Inc.'s City YEAR 401(k) Savings Plan held $82.1M in plan assets for 847 participants in 2024, with Fidelity as recordkeeper.

Active participants

847

Accounts w/ balance

1,148

Plan assets (EOY)

$82.1M

Net assets (EOY)

$82.1M

People on this filing

George CHU signed City YEAR, Inc.'s 2024 Form 5500 as plan administrator.

George CHU — 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

City YEAR, Inc.'s EIN is 22-2882549.

EIN 22-2882549

Plan number 001

Plan year 2024

ACK ID 20251015105638NAL0006028512001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

City YEAR, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CITY YEAR, 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

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

CITY YEAR, INC.

EIN

all filings

Address

287 COLUMBUS AVE. · BOSTON, MA · 02116

Phone

(617) 927-2425

Industry

Other Services (ex. Public Admin)

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Auditor

AAFCPAS, INC.

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$127K	—

Investments

30 direct securities· $69.3M(84% of reported assets)

Common Collective Trusts

$56.7M

19 holdings

Other securities

$6.5M

7 holdings

Mutual Funds

$6.1M

4 holdings

					% of plan
FIDELITY FDM IDX 2055 IPR Mutual Fund	Common Collective Trusts	—	—	$12.3M	15.0%
FIDELITY FDM IDX 2050 IPR Mutual Fund	Common Collective Trusts	—	—	$11.8M	14.4%
FIDELITY 500 INDEX Mutual Fund	Common Collective Trusts	—	—	$7.8M	9.5%
FIDELITY FDM IDX 2045 IPR Mutual Fund	Common Collective Trusts	—	—	$6.4M	7.9%
FIDELITY FDM IDX 2040 IPR Mutual Fund	Common Collective Trusts	—	—	$5.2M	6.4%
FIDELITY FDM IDX 2060 IPR Mutual Fund	Common Collective Trusts	—	—	$3.6M	4.4%
FIDELITY FDM IDX 2035 IPR Mutual Fund	Common Collective Trusts	—	—	$2.9M	3.6%
MFS MID CAP GRTH R6 Mutual Fund	Mutual Funds	—	—	$2.0M	2.4%
AF EUROPAC GROWTH R6 Mutual Fund	Other securities	—	—	$1.8M	2.2%
VANGUARD EQUITY INC ADM Mutual Fund	Mutual Funds	—	—	$1.8M	2.2%
FIDELITY FDM IDX 2030 IPR Mutual Fund	Common Collective Trusts	—	—	$1.6M	1.9%
AM CENT MD CP VAL R6 Mutual Fund	Other securities	—	—	$1.6M	1.9%
FIDELITY TOTAL BOND K6 Mutual Fund	Mutual Funds	—	—	$1.5M	1.8%
VANGUARD FTSE SOC IDX ADM Mutual Fund	Common Collective Trusts	—	—	$1.4M	1.7%
AF BALANCED R6 Mutual Fund	Other securities	—	—	$1.4M	1.6%
VANGUARD VMMR-FED MMKT Mutual Fund	Mutual Funds	—	—	$830K	1.0%
through February 2033 -	Other securities	—	—	$795K	1.0%
FIDELITY ELITYSM CAP IDX Mutual Fund	Common Collective Trusts	—	—	$791K	1.0%
FIDELITY MID CAP IDX Mutual Fund	Common Collective Trusts	—	—	$730K	0.9%
FIDELITY FDM IDX 2065 IPR Mutual Fund	Common Collective Trusts	—	—	$593K	0.7%
FIDELITY TOTAL INTL IDX Mutual Fund	Common Collective Trusts	—	—	$511K	0.6%
AS SPL SM CAP VAL R6 Mutual Fund	Other securities	—	—	$445K	0.5%
FIDELITY REAL ESTATE IDX Mutual Fund	Common Collective Trusts	—	—	$415K	0.5%
AB SM CAP GRTH Z Mutual Fund	Other securities	—	—	$343K	0.4%
GS EM MKT EQ INS R6 Mutual Fund	Other securities	—	—	$217K	0.3%
IS US AGG BD IDX K Mutual Fund	Common Collective Trusts	—	—	$194K	0.2%
FIDELITY FDM IDX 2020 IPR Mutual Fund	Common Collective Trusts	—	—	$159K	0.2%
FIDELITY FDM IDX 2015 IPR Mutual Fund	Common Collective Trusts	—	—	$85K	0.1%
FIDELITY FDM IDX INC IPR Mutual Fund	Common Collective Trusts	—	—	$67K	<0.1%
FIDELITY FDM IDX 2025 IPR Mutual Fund	Common Collective Trusts	—	—	$54K	<0.1%