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Original filing (PDF)20251014111009NAL0003747776001
COMHAR, INC.
Form 5500
FILING_RECEIVED
COMHAR 403(B) RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 2
~94 bps in Sched C feesNo recordkeeper disclosed
Active participants
469
Accounts w/ balance
487
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 94 bps in Schedule C fees — 224% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMHAR, INC..
Plan sponsor
Name
COMHAR, INC.
EIN
23-7418921
Address
100 W. LEHIGH AVE · PHILADELPHIA, PA · 19133
Phone
(215) 203-3000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUM SMITH & BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BCG SECURITIES INC | 23-1664237 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $115K | — |
Investments
21 direct securities· $12.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Am Fds 2065 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.7M | 14.1% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.5M | 12.1% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.4M | 11.7% | |
| Prin Fixed Inc Guar Option | — | — | $0 | $1.4M | 11.2% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.3M | 10.2% | |
| AMERICAN FUNDS 2070 TDR R6 FD | — | — | $0 | $1.2M | 10.0% | |
| Vgd Ttl Intl Stk Idx Adm Fd | — | — | $0 | $789K | 6.4% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | — | — | $0 | $760K | 6.2% | |
| Participant Loans | — | — | $0 | $460K | 3.7% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | — | — | $0 | $410K | 3.3% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | — | — | $0 | $259K | 2.1% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | — | — | $0 | $241K | 2.0% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | — | — | $0 | $224K | 1.8% | |
| Vanguard 500 Index Admiral Fd | — | — | $0 | $203K | 1.7% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | — | — | $0 | $121K | 1.0% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | — | — | $0 | $58K | 0.5% | |
| Vanguard Sm Cap Index Adm Fund | — | — | $0 | $57K | 0.5% | |
| Vanguard Mid Cap Index Adm Fd | — | — | $0 | $52K | 0.4% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | — | — | $0 | $41K | 0.3% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | — | — | $0 | $36K | 0.3% | |
| Vanguard Balncd Index Admrl Fd | — | — | $0 | $272 | <0.1% |