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Original filing (PDF)20250403135518NAL0020012114001
COMMUNITY RESOURCES FOR INDEPENDENCE, INC.
Form 5500
FILING_RECEIVED
COMMUNITY RESOURCES FOR INDEPENDENCE, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed15 service providers
Active participants
270
Accounts w/ balance
392
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY RESOURCES FOR INDEPENDENCE, INC..
Plan sponsor
Name
COMMUNITY RESOURCES FOR INDEPENDENCE, INC.
EIN
25-1640170
Address
3410 WEST 12TH STREET · ERIE, PA · 16505
Phone
(814) 838-7222
Industry
Outpatient Care Centers· Health Care & Social Assistancesee all
Plan administrator
Name
COMMUNITY RESOURCES FOR INDEPENDENCE, INC.
EIN
25-1640170
City
ERIE, PA
Phone
(814) 838-7222
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-03
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
MCGILL POWER BELL & ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONRAD SIEGEL | 23-1669823 | HARRISBURG, PA | NONE | $7K | — |
| AMERICAN BEACON ADVISORS INC | 75-2401150 | — | NONE | $0 | — |
| BOSTON TRUST INVESTMENT , INC. | — | BOSTON, MA | NONE | $0 | — |
| KORNITZER CAPITAL INC | — | SHAWNEE MISSION, KS | NONE | $0 | — |
| COHEN & STEERS CAPITAL INC | 14-1904657 | — | NONE | $0 | — |
| DOUBLELINE CAPITAL LP | — | LOS ANGELES, CA | NONE | $0 | — |
| MIROVA US LLC | — | BOSTON, MA | NONE | $0 | — |
| GUGGENHEIM PARTNERS INVESTMENT MGMT | — | CHICAGO, IL | NONE | $0 | — |
| COLUMBIA MANGMT INVESTMENT ADVISORS | — | BOSTON, MA | NONE | $0 | — |
| LORD, ABBETT & CO LLC | — | KANSAS CITY, MO | NONE | $0 | — |
| LOOMIS, SAYLES & COMPANY LP | — | BOSTON, MA | NONE | $0 | — |
| PARNASSUS INVESTMENTS | 94-6579180 | — | NONE | $0 | — |
| THOMPSON INVESTMENT INC | 85-0301299 | — | NONE | $0 | — |
| CARILLON TOWER ADVISORS, INC. | — | WICHITA, KS | NONE | $0 | — |
| GLENMEDE INVESTMENT , LP | — | PHILADELPHIA, PA | NONE | $0 | — |
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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