Original filing (PDF)20250218082149NAL0003085729001

COMMUNITY PROGRESS COUNCIL, INC.

Name: COMMUNITY PROGRESS COUNCIL, INC. — COMMUNITY PROGRESS COUNCIL, INC. 401(K) PLAN, Form 5500 (2023)
Creator: COMMUNITY PROGRESS COUNCIL, INC.

Form 5500

FILING_RECEIVED

COMMUNITY PROGRESS COUNCIL, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

~76 bps in Sched C fees

Active participants

141

Accounts w/ balance

196

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

76 bps in Schedule C fees — modestly above peer band of 52 bps.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY PROGRESS COUNCIL, INC..

Plan sponsor

Name

COMMUNITY PROGRESS COUNCIL, INC.

EIN

23-1653135

Address

226 EAST COLLEGE AVENUE · YORK, PA · 17403

Phone

(717) 846-4600

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-02-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

RKL LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$23K	—
ADP BROKER-DEALER	22-3319984	—	RECORD KEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH	13-5674085	—	INVESTMENT ADVISOR	$15K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.