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Original filing (PDF)20251009085618NAL0006712513001
THE CHAPEL HILL RESIDENTIAL CENTER, INC.
Form 5500
FILING_RECEIVED
THE CAROL WOODS RETIREMENT PLAN
403(b) retirement plan
Signals · 2
43% in single holdingNo recordkeeper disclosed
Active participants
384
Accounts w/ balance
369
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
78
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Wellington Admiral Vanguard 0" is 43% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CHAPEL HILL RESIDENTIAL CENTER, INC..
Plan sponsor
Name
THE CHAPEL HILL RESIDENTIAL CENTER, INC.
EIN
23-7271041
Address
750 WEAVER DAIRY ROAD · CHAPEL HILL, NC · 27514
Phone
(919) 918-3280
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
2025-10-09
Pension benefit codes
2S · Automatic enrollment
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $17K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $9K | — |
Investments
22 direct securities · 1 pooled fund· $8.9M(99% 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
$8.9M
22 holdings
Common Collective Trust
$49K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Wellington Admiral Vanguard 0 | — | — | — | $3.8M | 42.2% | |
| Dodge & Cox Income X Dodge & Cox 0 | — | — | — | $891K | 9.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $647K | 7.2% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $509K | 5.6% | |
| American Century Growth R6 American Century 0 | — | — | — | $461K | 5.1% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $456K | 5.1% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $441K | 4.9% | |
| Fidelity International Index Fidelity 0 | — | — | — | $313K | 3.5% | |
| Parnassus Core Equity Inst Parnassus 0 | — | — | — | $269K | 3.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $243K | 2.7% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $223K | 2.5% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $166K | 1.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $119K | 1.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $99K | 1.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $61K | 0.7% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Common Collective Trust | — | — | $49K | 0.5% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $47K | 0.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $36K | 0.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $26K | 0.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $23K | 0.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 682 Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $1K | <0.1% |