Original filing (PDF)20251014120007NAL0003865296001

Newcourtland Elder Services

Name: Newcourtland Elder Services — Newcourtland Elder, Form 5500 (2024)
Creator: Newcourtland Elder Services
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Newcourtland Elder Services 403(b) Plan

403(b) retirement plan · Newcourtland Elder Services' Newcourtland Elder Services 403(b) Plan held $13.3M in plan assets for 356 participants in 2024.

Signals · 1

Non-clean audit opinion

Active participants

356

Accounts w/ balance

370

Plan assets (EOY)

$13.3M

Net assets (EOY)

$13.3M

How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.
Total administrative cost in the bottom quartile of peers (9th percentile).

Decision-maker contacts

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

Plan sponsor

Name

NEWCOURTLAND ELDER SERVICES

EIN

23-2734102all filings

Address

6970 GERMANTOWN AVE. · PHILADELPHIA, PA · 19119

Phone

(215) 951-4390

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

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BPAS, INC.	16-1503696	—	NONE	$82K	—

Investments

34 direct securities· $12.9M(97% of reported assets)

Other securities

$7.9M

20 holdings

Mutual Funds

$3.4M

10 holdings

Common Collective Trusts

$609K

2 holdings

Common Stocks

$603K

1 holding

Bonds / Notes

$330K

1 holding

					% of plan
BlackRock LifePath Index 2035 K	Other securities	—	—	$1.9M	14.4%
Vanguard LifeStrategy Growth Inv	Mutual Funds	—	—	$1.1M	8.0%
BlackRock LifePath Index 2030 K	Other securities	—	—	$866K	6.5%
BlackRock LifePath Index Ret K	Other securities	—	—	$847K	6.4%
Vanguard Equity-Income Adm	Mutual Funds	—	—	$732K	5.5%
Standard Insurance Co. Standard Stable Asset Fund II	Common Stocks	—	—	$603K	4.5%
Vanguard LifeStrategy Moderate Growth Inv	Mutual Funds	—	—	$592K	4.5%
BlackRock LifePath Index 2040 K	Other securities	—	—	$571K	4.3%
iShares S&P 500 Index K	Common Collective Trusts	—	—	$517K	3.9%
BlackRock LifePath Index 2045 K	Other securities	—	—	$507K	3.8%
BlackRock LifePath Index 2050 K	Other securities	—	—	$481K	3.6%
American Beacon American Beacon Large Cap Growth Z	Other securities	—	—	$413K	3.1%
iShares MSCI TTL INTL Index K	Other securities	—	—	$412K	3.1%
Vanguard LifeStrategy Conservative Growth	Mutual Funds	—	—	$357K	2.7%
iShares Russell Mid Cap Index K	Other securities	—	—	$353K	2.7%
Participants Participant Loans Rates at 3.25%-8.50%	Bonds / Notes	—	—	$330K	2.5%
Vanguard LifeStrategy Income Inv	Mutual Funds	—	—	$273K	2.1%
Neuberger Berman SC GR R6	Other securities	—	—	$264K	2.0%
American Funds American Funds EuroPacific Growth R6	Mutual Funds	—	—	$244K	1.8%
iShares US Aggr Bond Index K	Other securities	—	—	$223K	1.7%
BlackRock LifePath Index 2060 K	Other securities	—	—	$177K	1.3%
BlackRock LifePath Index 2055 K	Other securities	—	—	$168K	1.3%
PGIM GLBL Total Return Q	Other securities	—	—	$162K	1.2%
Columbia High Yield Bond R4	Other securities	—	—	$150K	1.1%
Victory Sycamore Est Val R6	Other securities	—	—	$150K	1.1%
Guggenheim Macro Opportunities Instl	Other securities	—	—	$135K	1.0%
iShares Russell 2000 SC Index K	Common Collective Trusts	—	—	$92K	0.7%
DFA Emerging Markets Core Equity	Mutual Funds	—	—	$72K	0.5%
Principal Diverse Int'l Inst'l	Other securities	—	—	$70K	0.5%
DFA Real Estate Securities I	Mutual Funds	—	—	$62K	0.5%
PIMCO Rae Fund'tl US SM	Mutual Funds	—	—	$52K	0.4%
Macquarie Mid Cap Growth	Other securities	—	—	$42K	0.3%
BlackRock LifePath Index 2065 K	Other securities	—	—	$16K	0.1%
Dodge & Cox Income X	Mutual Funds	—	—	$4K	<0.1%