Back to filter
Original filing (PDF)20251012180007NAL0000457697002
ASSOCIATION OF COMMUNITY SERVICE AGENTS, INC.
Form 5500
FILING_RECEIVED
DFEASSOCIATION OF COMMUNITY SERVICE AGENCIES EMPLOYEE BENEFIT TRUST
Health & welfare plan
Signals · 3
~2682 bps in Sched C feesNo recordkeeper disclosed46 service providers
Active participants
54,087
Accounts w/ balance
—
Plan assets (EOY)
$6.7M
Net assets (EOY)
$514K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 2682 bps in Schedule C fees — 5058% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSOCIATION OF COMMUNITY SERVICE AGENTS, INC..
Plan sponsor
Name
ASSOCIATION OF COMMUNITY SERVICE AGENTS, INC.
EIN
23-7300650
Address
10 RESEARCH PARKWAY SUITE 200 · WALLINGFORD, CT · 06492
Phone
(203) 793-1200
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
BEERS,HAMERMAN,COHEN & BURGER, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
46 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | TRUSTEE | $27K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEERS,HAMERMAN,COHEN & BURGER,P.C. | 47-2517893 | — | AUDITORS | $52K | — |
Other
44Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.