Original filing (PDF)20251015140526NAL0005076577001

MOUNT TREXLER MANOR, INC.

Name: MOUNT TREXLER MANOR, INC. — NEW VITAE WELLNESS AND RECOVERY 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: MOUNT TREXLER MANOR, INC.

Form 5500

FILING_RECEIVED

NEW VITAE WELLNESS AND RECOVERY 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

172

Accounts w/ balance

204

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

How this plan invests

This plan

5 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOUNT TREXLER MANOR, INC..

Plan sponsor

Name

MOUNT TREXLER MANOR, INC.

EIN

23-2627394

Address

PO BOX 1001 · 5201 ST. JOSEPH DRIVE · LIMEPORT, PA · 180600010

Phone

(610) 965-9021

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

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)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA INVESTMENT SERVICES, LLC	52-1548008	AUSTIN, TX	INVESTMENT ADVISOR	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PCS RETIREMENT, LLC	23-3038464	—	CONTRACT ADMINISTRATOR	$0	—

Investments

5 pooled funds· $787K(14% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
LARGE CAP GROWTH FUND III CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 92-1941236 / PN 001	Common Collective Trust	$498K	8.8%
MID CAP GROWTH FUND CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 92-1941236 / PN 001	Common Collective Trust	$97K	1.7%
SMALL CAP VALUE FUND III CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 92-1941236 / PN 001	Common Collective Trust	$88K	1.6%
SMALL CAP GROWTH FUND CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 92-1941236 / PN 001	Common Collective Trust	$76K	1.4%
EMERGING MARKETS I1 GREAT GRAY TRUST COMPANY, LLC · EIN 92-1941236 / PN 001	Common Collective Trust	$29K	0.5%