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Original filing (PDF)20251013110703NAL0001789680001
GROVE MANOR
Form 5500
FILING_RECEIVED
GROVE MANOR 401K PLAN
401(k) retirement plan
Signals · 3
27% in single holding~140 bps in Sched C feesNo recordkeeper disclosed
Active participants
200
Accounts w/ balance
161
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard LifeStrategy Moderate Gr Inv" is 27% of plan.
- 140 bps in Schedule C fees — 169% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROVE MANOR.
Plan sponsor
Name
GROVE MANOR
EIN
25-1201255
Address
435 N. BROAD STREET · GROVE CITY, PA · 161271711
Phone
(724) 458-7800
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
2025-10-13
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)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS | 95-3845382 | EL SEGUNDO, CA | INVESTMENT ADVISOR | $18K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY VANTAGEN LLC | 23-2932984 | NEW CASTLE, PA | THIRD PARTY ADMIN. | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 11-3665754 | DRESHER, PA | RECORD-KEEPER | $19K | — |
Investments
16 direct securities· $3.0M(100% of reported assets)
Uncategorized
$3.0M
15 holdings
Mutual Funds
$7K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Moderate Gr Inv | — | — | — | $798K | 26.8% | |
| Vanguard LifeStrategy Growth Inv | — | — | — | $632K | 21.2% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $302K | 10.1% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $285K | 9.6% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $193K | 6.5% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $152K | 5.1% | |
| Vanguard LifeStrategy Consv Growth Inv | — | — | — | $110K | 3.7% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $108K | 3.6% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $102K | 3.4% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $93K | 3.1% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $69K | 2.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $60K | 2.0% | |
| Vanguard LifeStrategy Income Inv | — | — | — | $39K | 1.3% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $31K | 1.0% | |
| Vanguard Strategic Equity Inv | Mutual Funds | — | — | $7K | 0.2% | |
| Money Market Fund Vanguard Federal Money Market Inv | — | — | — | $1K | <0.1% |
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