Original filing (PDF)20250408124555NAL0034210210001

COMMUNITY LIVING EXPERIENCES I

Name: COMMUNITY LIVING EXPERIENCES I — COMMUNITY LIVING EXPERIENCES I 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: COMMUNITY LIVING EXPERIENCES I

Form 5500-SF

FILING_RECEIVED

COMMUNITY LIVING EXPERIENCES I 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

160

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY LIVING EXPERIENCES I.

Plan sponsor

Name

COMMUNITY LIVING EXPERIENCES I

EIN

31-1063267

Address

2939 DONNYLANE BLVD · COLUMBUS, OH · 432353228

Phone

(614) 588-0320

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-08

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

JOHN PAUL USA

JOHN PAUL USA 401(K) PLAN

$3.1M · 44 participants

BEST UPON REQUEST CORPORATE, INC

BEST UPON REQUEST CORPORATE, INC. 401(K) PROFIT SHARING PLAN

$3.1M · 135 participants

LH4 ASSOCIATES LLC

LH4 ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST

$3.1M · 11 participants

MELLOW MUSHROOM - AG OF RALEIGH, INC.

MELLOW MUSHROOM 401(K) PLAN

$3.1M · 53 participants

BORDER AG AND ENERGY

BORDER AG AND ENERGY RETIREMENT PLAN