Original filing (PDF)20250415140210NAL0001535091001

FAMILY SERVICES OF NW PA

Name: FAMILY SERVICES OF NW PA — FAMILY SERVICES OF NW PA 401(K) PLAN, Form 5500 (2023)
Creator: FAMILY SERVICES OF NW PA

Form 5500

FILING_RECEIVED

FAMILY SERVICES OF NW PA 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

115

Accounts w/ balance

194

Plan assets (EOY)

$13.8M

Net assets (EOY)

$13.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FAMILY SERVICES OF NW PA.

Plan sponsor

Name

FAMILY SERVICES OF NW PA

EIN

25-0987225

Address

5100 PEACH STREET · ERIE, PA · 165092482

Phone

(814) 866-4500

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

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)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $2.1M(15% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
VGI RETIREMENT SAVINGS MASTER TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 008	Common Collective Trust	$2.1M	15.0%

1–1 of 1

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