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Original filing (PDF)20251011065413NAL0014157696001
COMMUNITY SUPPORT SERVICES, INC.
Form 5500
FILING_RECEIVED
COMMUNITY SUPPORT SERVICES, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
25% in single holdingNo recordkeeper disclosed
Active participants
314
Accounts w/ balance
337
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
How this plan invests
This plan
7 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2030 Fund Mutual Fund" is 25% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY SUPPORT SERVICES, INC..
Plan sponsor
Name
COMMUNITY SUPPORT SERVICES, INC.
EIN
23-7029146
Address
150 CROSS STREET · AKRON, OH · 44311
Phone
(330) 996-9141
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
2025-10-11
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
BOBER MARKEY FEOROVICH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS INC | 31-1509466 | — | NONE | $7K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $5K | — |
Investments
24 direct securities · 7 pooled funds· $18.1M(100% 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.
Uncategorized
$16.4M
24 holdings
Common Collective Trust
$1.7M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $4.3M | 25.2% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $2.4M | 14.4% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $2.4M | 14.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $1.1M | 6.6% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $981K | 5.8% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $862K | 5.1% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $715K | 4.2% | |
| FlexPATH Stable Value CL R1 Common Collective Trust | — | — | — | $633K | 3.8% | |
| PUTNAM STABLE FUND CIT GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $633K | 3.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $543K | 3.2% | |
| BlackRock Equity Index Fund CL 6 Common Collective Trust | — | — | — | $535K | 3.2% | |
| WILMGT TR CIT BLKRCK EQ IND FD GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $535K | 3.2% | |
| Notes receivable from participants 10.50% $- | — | — | — | $407K | 2.4% | |
| Vanguard Target Rmt Inc Inv Fund Mutual Fund | — | — | — | $332K | 2.0% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $327K | 1.9% | |
| LARGE CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $290K | 1.7% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | — | — | — | $201K | 1.2% | |
| Vanguard Mid Cap Index Admiral Fund Mutual Fund | — | — | — | $160K | 0.9% | |
| Vanguard Small Cap Index Adm Fund Mutual Fund | — | — | — | $158K | 0.9% | |
| MFS Mid Cap Value R6 Fund Mutual Fund | — | — | — | $155K | 0.9% | |
| MID CAP GROWTH FUND CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $86K | 0.5% | |
| BlackRock EAFE Equity Index Common Collective Trust | — | — | — | $67K | 0.4% | |
| WILMGT TR CIT BLKRCK EAFE EQ IND FD GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $67K | 0.4% | |
| GG TR EUROPACIFIC GRW GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $56K | 0.3% | |
| LARGE CAP VALUE FUND CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $48K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $42K | 0.2% | |
| Fidelity Total Bond K6 Fund Mutual Fund | — | — | — | $39K | 0.2% | |
| Vanguard Explorer Admiral Fund Mutual Fund | — | — | — | $34K | 0.2% | |
| Vanguard Real Estate Index Mutual Fund | — | — | — | $9K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| Schwab Bank Savings Money Market fund | — | — | — | $2K | <0.1% |
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