Original filing (PDF)20251015095346NAL0005876624001

COMMUNITY SERVICES GROUP, INC.

Name: COMMUNITY SERVICES GROUP, INC. — COMMUNITY SERVICES GROUP 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: COMMUNITY SERVICES GROUP, INC.

Form 5500

FILING_RECEIVED

COMMUNITY SERVICES GROUP 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

1,108

Accounts w/ balance

1,167

Plan assets (EOY)

$53.6M

Net assets (EOY)

$53.6M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Participation health

100

Knocking points off

40 bps in Schedule C fees — 152% above peer band of 16 bps.
No recordkeeper disclosed on Schedule C.

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 SERVICES GROUP, INC..

Plan sponsor

Name

COMMUNITY SERVICES GROUP, INC.

EIN

23-1934804

Address

P.O. BOX 597 · 320 HIGHLAND DRIVE · MOUNTVILLE, PA · 17554

Phone

(717) 285-7121

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

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

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Auditor

SIMON LEVER, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
FULTON FINANCIAL ADVISORS	23-1928421	—	NONE	$216K	—

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.