How big is Carelink Community Support Services, Inc.'s plan?

Carelink Community Support Services, Inc.'s plan reported $6.7M in assets and 323 participants for 2024.

Original filing (PDF)20250925075714NAL0010194243001

Carelink Community Support Services, Inc.

Name: Carelink Community Support Services, Inc. — Form 5500 Plan 002 (2024)
Creator: Carelink Community Support Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Carelink Community Support Services Employer Contribution Tax Sheltered Annuity

403(b) retirement plan · Carelink Community Support Services, Inc.'s Carelink Community Support Services Employer Contribution Tax Sheltered Annuity held $6.7M in plan assets for 323 participants in 2024, with Principal as recordkeeper.

Signals · 1

~81 bps in Sched C fees

Active participants

323

Accounts w/ balance

273

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan identifiers

Carelink Community Support Services, Inc.'s EIN is 23-1573806.

EIN 23-1573806

Plan number 002

Plan year 2024

ACK ID 20250925075714NAL0010194243001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carelink Community Support Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carelink Community Support Services, Inc.'s plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARELINK COMMUNITY SUPPORT SERVICES, INC..

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How this plan invests

This plan

29 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

CARELINK COMMUNITY SUPPORT SERVICES, INC.

EIN

all filings

Address

106 CHESLEY DRIVE · MEDIA, PA · 19063

Phone

(610) 874-1119

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

2025-09-25

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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

Audit & trust (Schedule H)

Auditor

GBB & COMPANY, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$54K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS, LLC	47-1411118	—	INVESTMENT ADVISORY	$0	—

Investments

29 direct securities· $6.3M(94% of reported assets)

Mutual Funds

$5.0M

23 holdings

Common Stocks

$573K

2 holdings

Other securities

$370K

3 holdings

Common Collective Trusts

$315K

1 holding

					% of plan
American Funds Service Co. Target Date Retirement 2040 R6 Fund	Mutual Funds	—	—	$1.0M	15.5%
American Funds Service Co. Target Date Retirement 2035 R6 Fund	Mutual Funds	—	—	$958K	14.3%
American Funds Service Co. Target Date Retirement 2045 R6 Fund	Mutual Funds	—	—	$889K	13.3%
American Funds Service Co. Target Date Retirement 2050 R6 Fund	Mutual Funds	—	—	$371K	5.5%
American Funds Service Co. Target Date Retirement 2030 R6 Fund	Mutual Funds	—	—	$336K	5.0%
Vanguard 500 Index Admiral Fund	Common Collective Trusts	—	—	$315K	4.7%
Principal Life Insurance Company Insurance Company General Account - Fixed Income	Common Stocks	—	—	$309K	4.6%
MassMutual Blue Chip Growth I Fund	Other securities	—	—	$301K	4.5%
Federated Securities Co. Fed Hermes Total Return Bond R6 Fund	Common Stocks	—	—	$263K	3.9%
DFA U.S. Large Cap Value I Fund	Mutual Funds	—	—	$248K	3.7%
American Funds Service Co. Target Date Retirement 2025 R6 Fund	Mutual Funds	—	—	$233K	3.5%
Vanguard Total International Stock Index Admiral Fund	Mutual Funds	—	—	$178K	2.7%
Vanguard Small Cap Index Admiral Fund	Mutual Funds	—	—	$120K	1.8%
American Funds Service Co. Target Date Retirement 2055 R6 Fund	Mutual Funds	—	—	$100K	1.5%
DFA International Core Equity I Fund	Mutual Funds	—	—	$96K	1.4%
Vanguard Mid Cap Growth Index Admiral Fund	Mutual Funds	—	—	$76K	1.1%
Vanguard Small Cap Value Index Admiral Fund	Mutual Funds	—	—	$73K	1.1%
American Funds Service Co. Target Date Retirement 2010 R6 Fund 6 American Funds Service Co. Target Date Retirement 2015 R6 Fund	Mutual Funds	—	—	$68K	1.0%
Vanguard Inflation-Protected Securities Admiral Fund	Mutual Funds	—	—	$60K	0.9%
Vanguard Mid Cap Index Admiral Fund	Mutual Funds	—	—	$44K	0.7%
MassMutual High Yield I Fund	Other securities	—	—	$39K	0.6%
American Funds Service Co. Target Date Retirement 2020 R6 Fund	Mutual Funds	—	—	$37K	0.6%
Vanguard Emerging Markets Stock Index Admiral Fund	Mutual Funds	—	—	$36K	0.5%
Hartford World Bond Fund	Other securities	—	—	$31K	0.5%
American Funds Service Co. Target Date Retirement 2065 R6 Fund	Mutual Funds	—	—	$23K	0.3%
Nationwide Life Insurance Company Fidelity VIP Overseas Portfolio - Initial Class	Mutual Funds	—	—	$22K	0.3%
American Funds Service Co. Target Date Retirement 2060 R6 Fund	Mutual Funds	—	—	$10K	0.1%
American Funds Service Co. Target Date Retirement 2070 R6 Fund 344 DFA Emerging Markets Small Cap Fund	Mutual Funds	—	—	$10K	0.1%
PIMCO Income Institutional Fund	Mutual Funds	—	—	$3K	<0.1%