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Original filing (PDF)20250929084210NAL0010655969001
COMMUNITY FIRST SOLUTIONS
Form 5500
FILING_RECEIVED
COMMUNITY FIRST SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
606
Accounts w/ balance
792
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
How this plan invests
This plan
14 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 59 bps in Schedule C fees — 104% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY FIRST SOLUTIONS.
Plan sponsor
Name
COMMUNITY FIRST SOLUTIONS
EIN
31-1150845
Address
230 LUDLOW ST. · HAMILTON, OH · 45011
Phone
(513) 785-4052
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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $61K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC EVERHA | — | DUBLIN, OH | INVESTMENT ADVISOR | $34K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
21 direct securities · 14 pooled funds· $16.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$12.0M
14 holdings
Uncategorized
$4.9M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $1.8M | 10.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $1.5M | 9.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $1.5M | 8.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $1.4M | 8.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.3M | 7.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $1.2M | 7.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $1.2M | 7.0% | |
| Fidelity 500 Index Fund | — | — | — | $934K | 5.5% | |
| Lord Abbett Developing Growth Class R6 2 Nuveen Large Cap Growth Index R6 | — | — | — | $807K | 4.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $648K | 3.8% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $622K | 3.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $539K | 3.2% | |
| PIMCO Government Money Market A | — | — | — | $314K | 1.9% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $304K | 1.8% | |
| Vanguard Small-Cap Index Fund | — | — | — | $257K | 1.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $235K | 1.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $232K | 1.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $214K | 1.3% | |
| Vanguard Small-Cap Growth Index Fund | — | — | — | $189K | 1.1% | |
| Notes receivable Loans to participants, various maturities, from participants interest rates ranging 4.50% to 9.50% | — | — | — | $186K | 1.1% | |
| Vanguard Growth Index Adm | — | — | — | $169K | 1.0% | |
| American Funds American Balanced Fund Class R6 | — | — | — | $168K | 1.0% | |
| American Funds American Mutual Fund Class R6 | — | — | — | $161K | 1.0% | |
| Vanguard Total International Bond Index Fund | — | — | — | $154K | 0.9% | |
| Vanguard Mid-Cap Growth Index Fund Admiral | — | — | — | $141K | 0.8% | |
| Vanguard Value Index Fund Admiral | — | — | — | $140K | 0.8% | |
| American Funds New World Fund | — | — | — | $128K | 0.8% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $109K | 0.6% | |
| Vanguard Small-Cap Value Index Fund | — | — | — | $100K | 0.6% | |
| Vanguard Mid-Cap Value Index Fund Admiral | — | — | — | $65K | 0.4% | |
| TCW MetWest Total Return Bond I | — | — | — | $49K | 0.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $40K | 0.2% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | — | — | — | $35K | 0.2% | |
| Thrivent Mid-Cap Stock Fund Class S | — | — | — | $9K | <0.1% | |
| Franklin Small-Cap Value Fund Advisor Class | — | — | — | $2K | <0.1% |
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