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Original filing (PDF)20251015082203NAL0004331873001
COMMUNITY ACCESS, INC.
Form 5500
FILING_RECEIVED
COMMUNITY ACCESS, INC. 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
295
Accounts w/ balance
740
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
25 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY ACCESS, INC..
Plan sponsor
Name
COMMUNITY ACCESS, INC.
EIN
23-7399839
Address
ONE STATE STREET · SUITE 1015 · NEW YORK, NY · 10004
Phone
(212) 780-1400
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
COMPASS 360, LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $13K | — |
| ALLIANT INSURANCE SERVICES, INC | — | NEW YORK, NY | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | — | NEW YORK, NY | PLAN ADVISOR | $24K | — |
Investments
25 direct securities· $11.2M(88% of reported assets)
Uncategorized
$10.9M
24 holdings
Mutual Funds
$277K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle Index 2030 Instl | — | — | — | $2.1M | 16.7% | |
| TIAA-CREF Lifecycle Index 2025 Instl | — | — | — | $1.5M | 11.6% | |
| TIAA-CREF Lifecycle Index 2035 Instl | — | — | — | $1.3M | 10.2% | |
| TIAA-CREF Lifecycle Index 2045 Instl | — | — | — | $1.2M | 9.6% | |
| TIAA-CREF Lifecycle Index 2015 Instl | — | — | — | $926K | 7.3% | |
| TIAA-CREF Lifecycle Index 2040 Instl | — | — | — | $817K | 6.4% | |
| TIAA-CREF Lifecycle Index 2055 Instl | — | — | — | $731K | 5.8% | |
| TIAA-CREF Lifecycle Index 2050 Instl | — | — | — | $532K | 4.2% | |
| TIAA-CREF Lifecycle Index 2020 Instl | — | — | — | $440K | 3.5% | |
| TIAA-CREF Lifecycle Index 2060 Instl | — | — | — | $398K | 3.1% | |
| BlackRock iShares S&P 500 Index K | Mutual Funds | — | — | $277K | 2.2% | |
| TIAA-CREF Large-Cap Growth Index Instl | — | — | — | $270K | 2.1% | |
| Vanguard Small-Cap Growth Index Adm | — | — | — | $145K | 1.1% | |
| Dimensional Fund Advisors DFA Intrmd Govt Fixed Income Port I | — | — | — | $131K | 1.0% | |
| TIAA-CREF Lifecycle Index Ret Inc Instl | — | — | — | $128K | 1.0% | |
| Calvert Balanced Fund I ** 780 Vanguard Mid Cap Index Adm | — | — | — | $103K | 0.8% | |
| Money Market Fund Vanguard Federal Money Market Inv | — | — | — | $42K | 0.3% | |
| Calvert US Large Cap Core Respon Ind R6 | — | — | — | $33K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $22K | 0.2% | |
| Vanguard Small-Cap Index Adm | — | — | — | $21K | 0.2% | |
| TIAA-CREF Large-Cap Value Index Instl | — | — | — | $20K | 0.2% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $16K | 0.1% | |
| Vanguard Small-Cap Value Index Adm | — | — | — | $8K | <0.1% | |
| BlackRock iShares MSCI EAFE Intl Index K | — | — | — | $6K | <0.1% | |
| Calvert International Equity Fund R6 | — | — | — | $2K | <0.1% |
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