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Original filing (PDF)20250908084425NAL0019245233001
GENERATIONS FAMILY HEALTH CENTER, INC.
Form 5500
FILING_RECEIVED
GFHC EMPLOYEE RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
180
Accounts w/ balance
226
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
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
- 62 bps in Schedule C fees — 113% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERATIONS FAMILY HEALTH CENTER, INC..
Plan sponsor
Name
GENERATIONS FAMILY HEALTH CENTER, INC.
EIN
22-3158253
Address
40 MANSFIELD AVENUE · WILLIMANTIC, CT · 06226
Phone
(860) 450-7471
Industry
Outpatient Care Centers· 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
2025-09-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $83K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORES SERVICES INC | 04-2746212 | SPRINGFIELD, MA | BROKER / ADVISOR | $0 | — |
Investments
24 direct securities· $13.3M(100% of reported assets)
Uncategorized
$10.6M
23 holdings
Mutual Funds
$2.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Mutual Funds | — | — | $2.7M | 20.3% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund | — | — | — | $2.1M | 15.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.7M | 13.0% | |
| Janus Henderson Janus Henderson Triton Fund | — | — | — | $848K | 6.3% | |
| Fidelity Investments Fidelity Extended Market Index Fund | — | — | — | $817K | 6.1% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $789K | 5.9% | |
| Fully benefit-responsive investment contract * Massachusetts Mutual Life Insurance Company Guaranteed interest account | — | — | — | $695K | 5.2% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $677K | 5.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $447K | 3.3% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $364K | 2.7% | |
| MFS Investments MFS Value Fund | — | — | — | $352K | 2.6% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $284K | 2.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $264K | 2.0% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $255K | 1.9% | |
| MFS Investments MFS International Diversification Fund | — | — | — | $227K | 1.7% | |
| maturing at various dates, secured by participant account balances | — | — | — | $195K | 1.5% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $128K | 1.0% | |
| PIMCO Total Return Fund | — | — | — | $127K | 1.0% | |
| Vanguard Target Retirement Income Fund | — | — | — | $92K | 0.7% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $75K | 0.6% | |
| Vanguard Explorer Value Fund | — | — | — | $73K | 0.5% | |
| Fidelity Investments Fidelity Total International Index Fund | — | — | — | $46K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $38K | 0.3% | |
| Impax Asset Management Impax Sustainable Allocation Fund | — | — | — | $17K | 0.1% |