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Original filing (PDF)20251015062635NAL0001935139001
VETERANS MULTI-SERVICE CENTER, I
Form 5500
FILING_RECEIVED
VETERANS MULTI-SERVICE CENTER, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
82
Accounts w/ balance
113
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
1 pooled trust
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VETERANS MULTI-SERVICE CENTER, I.
Plan sponsor
Name
VETERANS MULTI-SERVICE CENTER, I
EIN
23-2764079
Address
213-217 N. 4TH STREET · PHILADELPHIA, PA · 19106
Phone
(215) 238-8059
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MARCUM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
Investments
13 direct securities · 1 pooled fund· $2.1M(98% 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.
Registered Investment Companies
$2.1M
13 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $446K | 21.0% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $388K | 18.3% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $248K | 11.7% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $221K | 10.4% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $204K | 9.6% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $152K | 7.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $145K | 6.8% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $121K | 5.7% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $101K | 4.8% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $21K | 1.0% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $20K | 0.9% | |
| VAN STRATEGIC EQUITY - INV 226 REGISTERED INVESTMENT COMPANY NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $11K | 0.5% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $4K | 0.2% | |
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $0 | <0.1% |
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