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COMMUNITY HEALTH INITIATIVE — COMMUNITY HEALTH INITIATIVE 401K PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250124180929NAL0004851091001
COMMUNITY HEALTH INITIATIVE
Form 5500-SF
FILING_RECEIVED
COMMUNITY HEALTH INITIATIVE 401K PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
58
Plan assets (EOY)
$706K
Net assets (EOY)
$706K
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COMMUNITY HEALTH INITIATIVE
.
Find decision makers
Plan sponsor
Name
COMMUNITY HEALTH INITIATIVE
EIN
25-1924934
Address
2140 JEFFERSON STREET SUITE D · NAPA, CA · 94559
Phone
(707) 227-0830
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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URBAN LEAGUE OF ROCHESTER NY
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
URBAN LEAGUE OF ROCHESTER NY, INC. 401(K) PROFIT SHARING PLAN AND TRUST
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Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
