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Original filing (PDF)20251015154545NAL0002575619003
LIFEWORKS COMMUNITY ACTION, INC.
Form 5500
FILING_RECEIVED
LIFEWORKS COMMUNITY ACTION, INC. PROFIT SHARING/401(K) PLAN
401(k) retirement plan
Active participants
63
Accounts w/ balance
95
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
36 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
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFEWORKS COMMUNITY ACTION, INC..
Plan sponsor
Name
LIFEWORKS COMMUNITY ACTION, INC.
EIN
23-7438457
Address
P.O. BOX 169 · 39 BATH STREET · BALLSTON SPA, NY · 12020
Phone
(518) 288-3206
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BONADIO & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
36 direct securities· $4.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Admiral Fund 24,641 shares | — | — | $25K | $1.2M | 24.1% | |
| Vanguard 500 Index Fund 1,507 shares | — | — | $2K | $818K | 16.5% | |
| Fidelity Blue Chip Growth 3,185 shares | — | — | $3K | $724K | 14.6% | |
| Vanguard Total Bond Market Admiral 35,196 shares | — | — | $35K | $334K | 6.7% | |
| Dodge & Cox Stock Fund I 1,179 shares | — | — | $1K | $303K | 6.1% | |
| Fidelity Investment Grade Bond FD 41,710 shares | — | — | $42K | $295K | 6.0% | |
| Madison Mid Cap FD CL R6 15,743 shares | — | — | $16K | $266K | 5.4% | |
| Lord Abbett Short Duration Income CL R6 58,112 shares | — | — | $58K | $224K | 4.5% | |
| Vanguard High-Yield Corporate FD Admiral SH 19,987 shares | — | — | $20K | $108K | 2.2% | |
| Goldman Sachs International Equity Insights Institutional Fund 7,493 shares | — | — | $7K | $104K | 2.1% | |
| Fam Small Cap Fund Institutional 3,797 shares | — | — | $4K | $102K | 2.1% | |
| Cohen & Steers Preferred Securities and Income I 5,195 shares | — | — | $5K | $64K | 1.3% | |
| Vanguard Mid-Cap Growth Index Admiral 577 shares | — | — | — | $63K | 1.3% | |
| Vanguard Small-Cap Growth Index Admiral 359 shares | — | — | — | $35K | 0.7% | |
| Schwab Treasury Obligation MMF Investor SH 29,738 shares | — | — | $30K | $30K | 0.6% | |
| Vanguard Target Retirement 2040 FD I 549 shares | — | — | — | $24K | 0.5% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Participant loans with interest rates ranging from 4.25% to 9.00%, with various maturity dates | — | — | — | $23K | 0.5% | |
| Vanguard Value Index Fund 266 shares | — | — | — | $18K | 0.4% | |
| Vanguard Short Term Bond Index Fund Admiral 1,564 shares | — | — | $2K | $16K | 0.3% | |
| Goldman Sachs US Equity Insights Institutional Fund 208 shares | — | — | — | $14K | 0.3% | |
| Vanguard Real Estate Index Fund Admiral Shares 98 shares | — | — | — | $12K | 0.3% | |
| Vanguard Mid-Cap Index Fund Admiral 30 shares | — | — | — | $10K | 0.2% | |
| Vanguard Small-Cap Index Admiral 67 shares | — | — | — | $8K | 0.2% | |
| Vanguard Total International Stock Index Admiral 228 shares | — | — | — | $7K | 0.1% | |
| Clearbridge Mid-Cap Index Fund I 178 shares | — | — | — | $7K | 0.1% | |
| Vanguard Target Retirement 2065 192 shares | — | — | — | $6K | 0.1% | |
| Goldman Sachs Emerging Markets Insights International Fund 528 shares | — | — | — | $5K | <0.1% | |
| Van Eck International Investment Gold Fund Y 356 shares | — | — | — | $4K | <0.1% | |
| Vanguard Growth Index Fund Admiral 18 shares | — | — | — | $4K | <0.1% | |
| Pimco Commodity Real Return Strategy Fund 267 shares | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2060 Inv 68 shares | — | — | — | $3K | <0.1% | |
| Vanguard Small-Cap Value Index Admiral 33 shares | — | — | — | $3K | <0.1% | |
| NON-INTEREST BEARING CASH | — | — | — | $3K | <0.1% | |
| Clearbridge International Growth Fund I 31 shares | — | — | — | $2K | <0.1% | |
| Vanguard Mid-Cap Value Index Admiral 16 shares | — | — | — | $1K | <0.1% | |
| Vanguard Target Retirement 2055 Inv 19 shares | — | — | — | $1K | <0.1% |
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