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Original filing (PDF)20230306084619NAL0016280178001
THE VILLAGE AT LUTHER SQUARE
Form 5500
FILING_RECEIVED
VALS 403(B) PLAN
403(b) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE VILLAGE AT LUTHER SQUARE.
Plan sponsor
Name
THE VILLAGE AT LUTHER SQUARE
EIN
25-0990591
Address
100 STATE STREET, SUITE 200 · ERIE, PA · 16507
Phone
(814) 456-5433
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-05-09
Filed
2023-03-06
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
DOPKINS & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC | 23-1945930 | — | NONE | $8K | — |
| WALKER BENEFITS, INC. | — | NEW CASTLE, PA | NONE | $8K | — |
Investments
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.
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