Original filing (PDF)20260309100216NAL0002152113001

CHARLES RIVER COMMUNITY HEALTH, INC.

Name: CHARLES RIVER COMMUNITY HEALTH, INC. — CHARLES RIVER COMMUNITY HEALTH, INC. 403(B) PLAN, Form 5500 (2024)
Creator: CHARLES RIVER COMMUNITY HEALTH, INC.

Form 5500

FILING_RECEIVED

CHARLES RIVER COMMUNITY HEALTH, INC. 403(B) PLAN

403(b) retirement plan

Signals · 1

~92 bps in Sched C fees

Active participants

220

Accounts w/ balance

160

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

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

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLES RIVER COMMUNITY HEALTH, INC..

Plan sponsor

Name

CHARLES RIVER COMMUNITY HEALTH, INC.

EIN

23-7221597

Address

495 WESTERN AVENUE · BRIGHTON, MA · 02135

Phone

(617) 870-7280

Industry

Outpatient Care Centers· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-09

Pension benefit codes

2L · 403(b)(1) annuity

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

AAFCPAS, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$50K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

35 direct securities· $8.6M(100% of reported assets)

Other securities

$8.4M

32 holdings

Common Stock

$103K

1 holding

Bonds / Notes

$37K

1 holding

U.S. Treasuries

$2K

1 holding

					% of plan
Nuveen Lifecycle Index 2025 R6 Mutual Fund	Other securities	—	—	$1.3M	15.1%
Nuveen Lifecycle Index 2045 R6 Mutual Fund	Other securities	—	—	$1.3M	14.6%
Nuveen Lifecycle Index 2030 R6 Mutual Fund	Other securities	—	—	$1.2M	13.7%
Nuveen Lifecycle Index 2035 R6 Mutual Fund	Other securities	—	—	$1.1M	12.9%
Nuveen Lifecycle Index 2050 R6 Mutual Fund	Other securities	—	—	$571K	6.7%
Fidelity 500 Index Mutual Fund	Other securities	—	—	$507K	5.9%
Nuveen Lifecycle Index 2020 R6 Mutual Fund	Other securities	—	—	$453K	5.3%
Nuveen Lifecycle Index 2040 R6 Mutual Fund	Other securities	—	—	$367K	4.3%
Guaranteed Interest Fund Fixed Annuity Contract	Other securities	—	—	$364K	4.2%
Vanguard Balanced Index Admiral Mutual Fund	Other securities	—	—	$194K	2.3%
DFA International Sustainability Core 1 Mutual Fund	Other securities	—	—	$192K	2.2%
Nuveen Lifecycle Index 2060 R6 Mutual Fund	Other securities	—	—	$168K	2.0%
DFA Emerging Markets Core Equity I Mutual Fund	Other securities	—	—	$109K	1.3%
Nuveen Lifecycle Index 2055 R6 Mutual Fund	Other securities	—	—	$107K	1.3%
Nuveen Lifecycle Index Retirement Inc R6 Mutual Fund	Common Stock	—	—	$103K	1.2%
Vanguard International Growth Admiral Mutual Fund	Other securities	—	—	$85K	1.0%
Vanguard Mid Cap Index Fund - Admiral Mutual Fund	Other securities	—	—	$78K	0.9%
Fidelity Small Cap Index Mutual Fund	Other securities	—	—	$78K	0.9%
Vanguard Growth & Income Portfolio Mutual Fund	Other securities	—	—	$46K	0.5%
T. Rowe Price Short-Term Bond Mutual Fund	Other securities	—	—	$44K	0.5%
Vanguard Value Index Admiral Mutual Fund	Other securities	—	—	$43K	0.5%
Notes Receivable From Participants Interest rate of 7.50%, -	Bonds / Notes	—	—	$37K	0.4%
American Funds EuroPacific Gr R6 Mutual Fund	Other securities	—	—	$34K	0.4%
Fidelity Advisor Equity Growth Mutual Fund	Other securities	—	—	$30K	0.4%
Nuveen Real Estate Securities Select R6 Mutual Fund	Other securities	—	—	$26K	0.3%
John Hancock Bond R6 Mutual Fund	Other securities	—	—	$21K	0.2%
BlackRock Inflation Prted Bd K Mutual Fund	Other securities	—	—	$20K	0.2%
PIMCO Income Instl Mutual Fund	Other securities	—	—	$15K	0.2%
Invesco Oppenheimer International Bond R6 Mutual Fund	Other securities	—	—	$12K	0.1%
Pioneer Select Mid Cap Growth Y Mutual Fund	Other securities	—	—	$11K	0.1%
Invesco Oppenheimer Global R6 Mutual Fund	Other securities	—	—	$11K	0.1%
Allspring Special Small Cap Value R6 Mutual Fund	Other securities	—	—	$10K	0.1%
PGIM High-Yield R6 Mutual Fund	Other securities	—	—	$4K	<0.1%
DFA US Large Cap Value 1 Mutual Fund	Other securities	—	—	$2K	<0.1%
American Century Government Bond R5 Mutual Fund	U.S. Treasuries	—	—	$2K	<0.1%