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Original filing (PDF)20251013114407NAL0001862608001
COMMUNITY HOUSING NETWORK, INC.
Form 5500
FILING_RECEIVED
COMMUNITY HOUSING NETWORK, INC. 401(K) PLAN
Pooled investment trust — a fund that other plans invest in — not a participant plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
104
Accounts w/ balance
115
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
Participating plans
invest in this fund
This trust
pooled vehicle
22 securities
Schedule of Assets
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
Master trust / DFE filing
Pooled investment vehicle
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Pooled assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
Participating plans
0
latest filings citing this trust
Cited interest
$0
across citing plans' latest filings
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY HOUSING NETWORK, INC..
Plan sponsor
Name
COMMUNITY HOUSING NETWORK, INC.
EIN
31-1222236
Address
1680 WATERMARK DR. · COLUMBUS, OH · 432151034
Phone
(614) 487-6732
Industry
Constructionsee 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
2025-10-13
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PW PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $36K | — |
Investments
22 direct securities· $6.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.6M | 27.1% | |
| Cohen & Steers Realty Shares Inc Mutual Fund 823 Nuveen Lifestyle Index Retirement Income Fund Mutual Fund 645 * Principal Life Insurance Company Fixed Income Guaranteed Option | — | — | — | $1.3M | 21.5% | |
| ClearBridge Large Cap Value Fund Mutual Fund | — | — | — | $371K | 6.4% | |
| T Rowe Price Large-Cap Growth Fund Mutual Fund | — | — | — | $332K | 5.7% | |
| Western Asset Core Bond Mutual Fund | — | — | — | $241K | 4.1% | |
| Blackrock High Yeild Bond Portfolio Mutual Fund | — | — | — | $223K | 3.8% | |
| Fidelity Inflation Protected Bond Index Fund Mutual Fund | — | — | — | $222K | 3.8% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $219K | 3.8% | |
| New Perspective Fund Mutual Fund | — | — | — | $204K | 3.5% | |
| Principal International Fund I Mutual Fund | — | — | — | $192K | 3.3% | |
| New World Fund Inc. Mutual Fund | — | — | — | $186K | 3.2% | |
| TIAA-CREF Lifecycle Index 2050 Institutional Fund Mutual Fund | — | — | — | $122K | 2.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $105K | 1.8% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $104K | 1.8% | |
| Participant Notes Receivable Interest rate at 4.25% - 9.50% | — | — | — | $101K | 1.7% | |
| Victory Sycamore Established Value Fund Mutual Fund | — | — | — | $94K | 1.6% | |
| (E) | — | — | — | $94K | 1.6% | |
| (E) | — | — | — | $93K | 1.6% | |
| American Century Small Cap Value Fund Mutual Fund | — | — | — | $93K | 1.6% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund | — | — | — | $61K | 1.0% | |
| Lord Abbett Developing Growth Fund Inc Mutual Fund | — | — | — | $60K | 1.0% | |
| TIAA-CREF Lifecycle Index 2040 Instituional Fund Mutual Fund | — | — | — | $55K | 0.9% |
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