Original filing (PDF)20260304051205NAL0007538338001

CENTER FOR HEALTH CARE STRATEGIES, INC.

Name: CENTER FOR HEALTH CARE STRATEGIES, INC. — CENTER FOR HEALTH CARE STRATEGIES 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: CENTER FOR HEALTH CARE STRATEGIES, INC.

Form 5500

FILING_RECEIVED

CENTER FOR HEALTH CARE STRATEGIES 403(B) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

144

Plan assets (EOY)

$15.0M

Net assets (EOY)

$15.0M

How this plan invests

This plan

1 pooled trust

Schedule D

53 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CENTER FOR HEALTH CARE STRATEGIES, INC..

Plan sponsor

Name

CENTER FOR HEALTH CARE STRATEGIES, INC.

EIN

22-3375015

Address

300 AMERICAN METRO BLVD., STE 125 · HAMILTON, NJ · 08619

Phone

(609) 528-8400

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-04

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	RECORDKEEPER	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WORLD INVESTMENT ADVISORS	—	SANTA BARBARA, CA	BROKER/ADVISOR	$23K	—

Investments

53 direct securities · 1 pooled fund· $15.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$12.7M

50 holdings

Mutual Funds

$2.4M

1 holding

Cash / Money Market

$210K

2 holdings

Pooled Separate Account

$101K

1 holding

					% of plan
SHARES/UNITS AMOUNT * Vanguard Target Retirement 2030 Fund	Mutual Funds	—	$58K	$2.4M	15.8%
Vanguard Target Retirement 2040 Fund	Other securities	—	$27K	$1.3M	8.5%
CREF Stock R1	Other securities	—	$1K	$1.2M	8.2%
Vanguard Target Retirement 2035 Fund	Other securities	—	$47K	$1.2M	8.2%
CREF Growth R1	Other securities	—	$2K	$906K	6.0%
Vanguard Target Retirement 2055 Fund	Other securities	—	$13K	$802K	5.3%
Vanguard Target Retirement 2045 Fund	Other securities	—	$23K	$761K	5.1%
TIAA Access Nuv Core Equity T4 3 401 Total CREF Variable Annuity Accounts	Other securities	—	—	$615K	4.1%
Vanguard Target Retirement 2050 Fund	Other securities	—	$10K	$539K	3.6%
UNALLOCATED CONTRACT, AT FAIR VALUE * TIAA Traditional Non Benefit Responsive	Other securities	—	—	$527K	3.5%
Vanguard Growth Index Adm	Other securities	—	$2K	$513K	3.4%
Vanguard Target Retirement 2060 Fund	Other securities	—	$9K	$487K	3.2%
CREF Equity Index R1 835	Other securities	—	—	$445K	3.0%
Vanguard 500 Index Adm 709	Other securities	—	—	$406K	2.7%
Vanguard Total Stock Market Index Adm	Other securities	—	$2K	$288K	1.9%
Vanguard Target Retirement 2025 Fund	Other securities	—	$13K	$253K	1.7%
CREF Social Choice R1 563	Other securities	—	—	$220K	1.5%
CREF Core Bond R1	Other securities	—	$1K	$200K	1.3%
Variable Annuity Contract * TIAA Access Nuv LifCyc 2040 T4	Other securities	—	$3K	$198K	1.3%
CREF Money Market R1	Cash / Money Market	—	$7K	$196K	1.3%
UNALLOCATED CONTRACT, AT CONTRACT VALUE * TIAA Traditional Benefit Responsive Annuity Account	Other securities	—	—	$190K	1.3%
CREF Global Equities R1 476	Other securities	—	—	$176K	1.2%
Vanguard Small-Cap Value Index Adm	Other securities	—	$2K	$175K	1.2%
Vanguard Target Retirement Income Fund	Other securities	—	$10K	$132K	0.9%
Vanguard Extended Market Index Adm 859	Other securities	—	—	$126K	0.8%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$101K	0.7%
TIAA Access Nuv Mid Cap Val T4	Other securities	—	$1K	$98K	0.7%
TIAA Access Nuv LifCyc 2050 T4	Other securities	—	$1K	$90K	0.6%
Vanguard Developed Mkts Index Adm	Other securities	—	$4K	$80K	0.5%
Vanguard Small-Cap Growth Index Adm 805	Other securities	—	—	$78K	0.5%
Vanguard Balanced Index Adm	Other securities	—	$2K	$75K	0.5%
TIAA Access Nuv LifCyc 2035 T4	Other securities	—	$1K	$75K	0.5%
maturities through 2039	Other securities	—	—	$62K	0.4%
TIAA Access Nuv Equity Idx T4 462	Other securities	—	—	$59K	0.4%
Vanguard Target Retirement 2065 Fund	Other securities	—	$1K	$53K	0.4%
Vanguard Emerging Mkts Stock Idx Adm	Other securities	—	$1K	$51K	0.3%
Vanguard Target Retirement 2070 Fund	Other securities	—	$2K	$51K	0.3%
CREF Inflation-Linked Bond R1 565	Other securities	—	—	$49K	0.3%
Vanguard Value Index Adm 625	Other securities	—	—	$43K	0.3%
Vanguard Total Intl Stock Index Adm 768	Other securities	—	—	$28K	0.2%
TIAA Access Nuv RlEstSecSel T4 385	Other securities	—	—	$20K	0.1%
Vanguard Total Bond Market Index Adm	Other securities	—	$2K	$16K	0.1%
Vanguard Federal Money Market Inv	Cash / Money Market	—	$14K	$14K	<0.1%
TIAA Access Nuv Mid Cap Val T4 180	Other securities	—	—	$14K	<0.1%
TIAA Access Nuv Qt Sm Cp Eq T4 143	Other securities	—	—	$13K	<0.1%
Vanguard Total Intl Bond Index Adm 592	Other securities	—	—	$12K	<0.1%
TIAA Access Nuv Lrg Cap Gr T4 59	Other securities	—	—	$11K	<0.1%
TIAA Access Nuv Sm Cp Bl Ix T4 138	Other securities	—	—	$11K	<0.1%
TIAA Access Nuv Lrg Cap Val T4 108	Other securities	—	—	$9K	<0.1%
TIAA Access Nuv Intl Equity T4 172	Other securities	—	—	$8K	<0.1%

1–50 of 54

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Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$9.9M TIAA / Nuveen$5.5M

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