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Original filing (PDF)20250710080326NAL0014645858002
BRETHREN VILLAGE
Form 5500
FILING_RECEIVED
BRETHREN VILLAGE 403(B) RETIREMENT PROGRAM
403(b) retirement plan
Active participants
485
Accounts w/ balance
218
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRETHREN VILLAGE.
Plan sponsor
Name
BRETHREN VILLAGE
EIN
23-1425014
Address
3001 LITITZ PIKE · LITITZ, PA · 17543
Phone
(717) 581-4269
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | IRVINE, CA | RECORDKEEPER | $2K | — |
Investments
32 direct securities· $10.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2030 Target Date Fund R6 N/R | — | — | — | $1.8M | 17.2% | |
| American Funds American Funds 2025 Target Date Fund R6 N/R | — | — | — | $1.3M | 13.1% | |
| American Funds American Funds 2035 Target Date Fund R6 N/R | — | — | — | $989K | 9.6% | |
| American Funds American Funds 2050 Target Date Fund R6 N/R | — | — | — | $634K | 6.2% | |
| American Funds American Funds 2045 Target Date Fund R6 N/R | — | — | — | $563K | 5.5% | |
| American Funds American Funds 2020 Target Date Fund R6 N/R | — | — | — | $522K | 5.1% | |
| Vanguard 500 Index Fund - Admiral N/R | — | — | — | $512K | 5.0% | |
| American Funds American Funds 2040 Target Date Fund R6 N/R | — | — | — | $504K | 4.9% | |
| Vanguard Small Cap Value Index Admiral N/R | — | — | — | $356K | 3.5% | |
| American Funds American Funds 2060 Target Date Fund R6 N/R | — | — | — | $280K | 2.7% | |
| American Funds American Funds New Perspective R6 N/R | — | — | — | $263K | 2.6% | |
| Vanguard Wellesley Income Adm N/R | — | — | — | $259K | 2.5% | |
| Vanguard Mid-Cap Value Index Admiral N/R | — | — | — | $257K | 2.5% | |
| JPMorgan Large Cap Growth R6 N/R | — | — | — | $249K | 2.4% | |
| American Funds American Funds American Balanced R6 N/R | — | — | — | $240K | 2.3% | |
| American Funds American Funds 2055 Target Date Fund R6 N/R | — | — | — | $222K | 2.2% | |
| Vanguard Total Bond Market Index Admiral N/R | — | — | — | $181K | 1.8% | |
| American Funds American Funds 2015 Target Date Fund R6 N/R | — | — | — | $153K | 1.5% | |
| American Funds American Funds US Govt Money Market R6 N/R | — | — | — | $127K | 1.2% | |
| PIMCO Income Instl N/R | — | — | — | $112K | 1.1% | |
| Vanguard Equity - Income Adm N/R | — | — | — | $97K | 0.9% | |
| Dimensional Fund Advisory DFA International Core Equity I N/R | — | — | — | $95K | 0.9% | |
| American Funds American Funds Washington Mutual R6 N/R | — | — | — | $94K | 0.9% | |
| Dimensional Fund Advisory DFA International Small Cap Growth N/R | — | — | — | $84K | 0.8% | |
| American Funds American Funds 2010 Target Date Fund R6 N/R | — | — | — | $81K | 0.8% | |
| Vanguard Mid-Cap Index Adm N/R | — | — | — | $69K | 0.7% | |
| American Funds American Funds New World R6 N/R | — | — | — | $63K | 0.6% | |
| Participant Loans Interest Rates: 3.25% - 8.50% $0 | — | — | — | $53K | 0.5% | |
| Vanguard Real Estate Index Admiral N/R | — | — | — | $33K | 0.3% | |
| American Funds American Funds 2065 Target Date Fund R6 N/R | — | — | — | $28K | 0.3% | |
| PIMCO Total Return Instl N/R | — | — | — | $27K | 0.3% | |
| Dimensional Fund Advisory DFA US Small Cap N/R | — | — | — | $20K | 0.2% |
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