Original filing (PDF)20241001174008NAL0013084480001

GRACE BRETHREN VILLAGE

Name: GRACE BRETHREN VILLAGE — GRACE BRETHREN VILLAGE RETIREMENT PLAN, Form 5500 (2023)
Creator: GRACE BRETHREN VILLAGE

Form 5500-SF

FILING_RECEIVED

GRACE BRETHREN VILLAGE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRACE BRETHREN VILLAGE.

Plan sponsor

Name

GRACE BRETHREN VILLAGE

EIN

23-7085581

Address

1010 TAYWOOD ROAD · ENGLEWOOD, OH · 45322

Phone

(937) 836-4011

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-06-25

Filed

2024-10-01

Pension benefit codes

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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