How big is Brethren Village's plan?

Brethren Village's plan reported $10.3M in assets and 485 participants for 2024.

Original filing (PDF)20250710080326NAL0014645858002

Brethren Village

Name: Brethren Village — Brethren Village 403(b), Form 5500 (2024)
Creator: Brethren Village
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Brethren Village 403(b) Retirement Program

403(b) retirement plan · Brethren Village's Brethren Village 403(b) Retirement Program held $10.3M in plan assets for 485 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Active participants

485

Accounts w/ balance

218

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

Plan identifiers

Brethren Village's EIN is 23-1425014.

EIN 23-1425014

Plan number 002

Plan year 2024

ACK ID 20250710080326NAL0014645858002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brethren Village from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brethren Village's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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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

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Below-peer total plan cost (88th percentile).

Plan sponsor

Name

BRETHREN VILLAGE

EIN

all filings

Address

3001 LITITZ PIKE · LITITZ, PA · 17543

Phone

(717) 581-4269

Industry

Health Care & Social Assistance

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 rows

Recordkeeper

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)

Mutual Funds

$9.5M

29 holdings

Common Collective Trusts

$512K

1 holding

Other securities

$249K

1 holding

Bonds / Notes

$53K

1 holding

					% of plan
American Funds American Funds 2030 Target Date Fund R6 N/R	Mutual Funds	—	—	$1.8M	17.2%
American Funds American Funds 2025 Target Date Fund R6 N/R	Mutual Funds	—	—	$1.3M	13.1%
American Funds American Funds 2035 Target Date Fund R6 N/R	Mutual Funds	—	—	$989K	9.6%
American Funds American Funds 2050 Target Date Fund R6 N/R	Mutual Funds	—	—	$634K	6.2%
American Funds American Funds 2045 Target Date Fund R6 N/R	Mutual Funds	—	—	$563K	5.5%
American Funds American Funds 2020 Target Date Fund R6 N/R	Mutual Funds	—	—	$522K	5.1%
Vanguard 500 Index Fund - Admiral N/R	Common Collective Trusts	—	—	$512K	5.0%
American Funds American Funds 2040 Target Date Fund R6 N/R	Mutual Funds	—	—	$504K	4.9%
Vanguard Small Cap Value Index Admiral N/R	Mutual Funds	—	—	$356K	3.5%
American Funds American Funds 2060 Target Date Fund R6 N/R	Mutual Funds	—	—	$280K	2.7%
American Funds American Funds New Perspective R6 N/R	Mutual Funds	—	—	$263K	2.6%
Vanguard Wellesley Income Adm N/R	Mutual Funds	—	—	$259K	2.5%
Vanguard Mid-Cap Value Index Admiral N/R	Mutual Funds	—	—	$257K	2.5%
JPMorgan Large Cap Growth R6 N/R	Other securities	—	—	$249K	2.4%
American Funds American Funds American Balanced R6 N/R	Mutual Funds	—	—	$240K	2.3%
American Funds American Funds 2055 Target Date Fund R6 N/R	Mutual Funds	—	—	$222K	2.2%
Vanguard Total Bond Market Index Admiral N/R	Mutual Funds	—	—	$181K	1.8%
American Funds American Funds 2015 Target Date Fund R6 N/R	Mutual Funds	—	—	$153K	1.5%
American Funds American Funds US Govt Money Market R6 N/R	Mutual Funds	—	—	$127K	1.2%
PIMCO Income Instl N/R	Mutual Funds	—	—	$112K	1.1%
Vanguard Equity - Income Adm N/R	Mutual Funds	—	—	$97K	0.9%
Dimensional Fund Advisory DFA International Core Equity I N/R	Mutual Funds	—	—	$95K	0.9%
American Funds American Funds Washington Mutual R6 N/R	Mutual Funds	—	—	$94K	0.9%
Dimensional Fund Advisory DFA International Small Cap Growth N/R	Mutual Funds	—	—	$84K	0.8%
American Funds American Funds 2010 Target Date Fund R6 N/R	Mutual Funds	—	—	$81K	0.8%
Vanguard Mid-Cap Index Adm N/R	Mutual Funds	—	—	$69K	0.7%
American Funds American Funds New World R6 N/R	Mutual Funds	—	—	$63K	0.6%
Participant Loans Interest Rates: 3.25% - 8.50% $0	Bonds / Notes	—	—	$53K	0.5%
Vanguard Real Estate Index Admiral N/R	Mutual Funds	—	—	$33K	0.3%
American Funds American Funds 2065 Target Date Fund R6 N/R	Mutual Funds	—	—	$28K	0.3%
PIMCO Total Return Instl N/R	Mutual Funds	—	—	$27K	0.3%
Dimensional Fund Advisory DFA US Small Cap N/R	Mutual Funds	—	—	$20K	0.2%