Back to filter
Original filing (PDF)20251010085309NAL0007397665001
TRAINING TOWARD SELF-RELIANCE
Form 5500-SF
FILING_RECEIVED
TRAINING TOWARD SELF-RELIANCE 403(B) PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
239
Accounts w/ balance
91
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
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 TRAINING TOWARD SELF-RELIANCE.
Plan sponsor
Name
TRAINING TOWARD SELF-RELIANCE
EIN
25-1881141
Address
855 ROUTE 58 · PARKER, PA · 16049
Phone
(814) 358-2472
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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
THE AREA AGENCY ON AGING FOR THE COUNTRIES OF BRADFORD, SULLIVAN, SUSQ
B/S/S/T AAA 401(K) PLAN
$2.1M · 40 participants
SEATTLE JOBS INITIATIVE
SEATTLE JOBS INITIATIVE 401(K) PLAN
$2.1M · 41 participants
ONEGENERATION
ONEGENERATION 401(K) PLAN
$2.1M · 130 participants
BOSTON AREA RAPE CRISIS CENTER, INC
BARCC 403(B) PLAN
$2.1M · 27 participants
CHERRY GULCH, INC.
CHERRY GULCH & NOVITAS 401(K) PLAN
$2.1M · 43 participants
KERN BRIDGES YOUTH HOMES
KERN BRIDGES YOUTH HOMES RETIREMENT PLAN
$2.1M · 64 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B