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Original filing (PDF)20251001065730NAL0031056226001
NATIONAL CHURCH RESIDENCES,INC.
Form 5500
FILING_RECEIVED
NATIONAL CHURCH RESIDENCES 3-4-5 401(A) RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,496
Accounts w/ balance
3,018
Plan assets (EOY)
$59.9M
Net assets (EOY)
$59.9M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 34 bps in Schedule C fees — 115% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL CHURCH RESIDENCES,INC..
Plan sponsor
Name
NATIONAL CHURCH RESIDENCES,INC.
EIN
31-0651750
Address
2335 NORTH BANK DRIVE · COLUMBUS, OH · 43220
Phone
(614) 273-3586
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN PLLC | 33-1498605 | — | AUDITOR | $8K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN FINANCIAL GROUP | 35-1140070 | — | SERVICE PROVIDER | $161K | — |
| HIGHLAND CONSULTING | 34-1753575 | — | CONSULTING | $38K | — |
Investments
23 direct securities· $59.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Investor Shares | — | — | — | $8.3M | 13.9% | |
| Vanguard Target Retirement 2030 Investor Shares | — | — | — | $6.9M | 11.6% | |
| Vanguard Target Retirement 2035 Investor Shares | — | — | — | $6.9M | 11.5% | |
| Vanguard Target Retirement 2045 Investor Shares | — | — | — | $5.8M | 9.7% | |
| Lincoln Financial Group Trust Company, Inc.** Fully benefit-responsive unallocated investment contract - Lincoln Stable Value Z253 | — | — | — | $5.3M | 8.8% | |
| Vanguard Target Retirement 2025 Investor Shares | — | — | — | $4.9M | 8.2% | |
| Vanguard Target Retirement 2050 Investor Shares | — | — | — | $3.3M | 5.5% | |
| Fidelity Management Trust Company Fidelity 500 Index | — | — | — | $3.0M | 5.0% | |
| T. Rowe Price T. Rowe Price Large Cap Growth | — | — | — | $2.9M | 4.8% | |
| Vanguard Target Retirement 2020 Investor Shares | — | — | — | $2.5M | 4.2% | |
| Vanguard Target Retirement 2055 Investor Shares | — | — | — | $2.3M | 3.9% | |
| Dodge & Cox Dodge & Cox Stock Class X | — | — | — | $1.6M | 2.7% | |
| Vanguard Target Retirement Income | — | — | — | $1.1M | 1.8% | |
| Vanguard Target Retirement 2060 Investor Shares | — | — | — | $1.1M | 1.8% | |
| Participants** Participant notes receivable bearing interest at rates ranging from 4.25 to 9.50 percent - | — | — | — | $1.0M | 1.7% | |
| Harbor Small Cap Value Institutional Class | — | — | — | $737K | 1.2% | |
| Loomis Sayles Loomis Sayles Small Cap Growth Institutional Class | — | — | — | $658K | 1.1% | |
| Baird Funds, Inc. Baird Core Plus Bond Class Institutional | — | — | — | $499K | 0.8% | |
| American Funds AF Europacific Growth R6 | — | — | — | $474K | 0.8% | |
| Vanguard Target Retirement 2065 Investor Shares | — | — | — | $371K | 0.6% | |
| Vanguard Target Retirement 2070 | — | — | — | $66K | 0.1% | |
| Fidelity International Index | — | — | — | $49K | <0.1% | |
| Fidelity Extended Market Index | — | — | — | $12K | <0.1% |