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Original filing (PDF)20250414162239NAL0000873891001
PETER BECKER COMMUNITY
Form 5500
FILING_RECEIVED
PETER BECKER COMMUNITY 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
311
Accounts w/ balance
282
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
1 collective trust
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 (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETER BECKER COMMUNITY.
Plan sponsor
Name
PETER BECKER COMMUNITY
EIN
23-6299695
Address
800 MAPLE AVENUE · HARLEYSVILLE, PA · 194381032
Phone
(215) 256-9501
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
CARON & BLETZER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA EQUITABLE LIFE INSURANCE COMPAN | — | SYRACUSE, NY | INVESTMENT PROVIDER | $1K | — |
Investments
1 pooled fund· $5.5M(57% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PSA 65 EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $5.5M | 56.8% |