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Original filing (PDF)20251014144449NAL0001564931004
BEECH BROOK
Form 5500
FILING_RECEIVED
BEECH BROOK RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
152
Accounts w/ balance
271
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEECH BROOK.
Plan sponsor
Name
BEECH BROOK
EIN
34-0714597
Address
3737 LANDER ROAD · CLEVELAND, OH · 44124
Phone
(216) 831-2255
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
2025-10-14
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
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $42K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $47 | — |
Investments
23 direct securities· $15.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab S&P 500 Index Fund 25,826 units | — | — | — | $2.3M | 18.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares 165,206 units | — | — | — | $1.6M | 12.2% | |
| Charles Schwab International Index Fund 67,171 units | — | — | — | $1.5M | 11.8% | |
| SCH TREAS INFL PRO SECS IDX Registered Investment Company | — | — | — | $1.3M | 10.2% | |
| Charles Schwab Treasury Inflation Protected Securities Index Fund 129,744 units | — | — | — | $1.3M | 10.2% | |
| VANGUARD ST CORP BD IDX ADM Registered Investment Company | — | — | — | $1.2M | 9.2% | |
| Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 55,928 units | — | — | — | $1.2M | 9.2% | |
| Vanguard Growth Index Fund Admiral Shares 4,184 units | — | — | — | $884K | 6.9% | |
| Vanguard Value Index Fund Admiral Shares 11,275 units | — | — | — | $745K | 5.8% | |
| VANGUARD EMRG MKTS INDEX ADM Registered Investment Company | — | — | — | $615K | 4.8% | |
| Vanguard Mid-Cap Index Fund Admiral Shares 1,646 units | — | — | — | $538K | 4.2% | |
| Charles Schwab Small Cap Index Fund 14,886 units | — | — | — | $532K | 4.1% | |
| Vanguard Intermediate-Term Treasury Index Fund Admiral Shares 19,551 units | — | — | — | $383K | 3.0% | |
| VGD INTERM TERM TRSY IDX ADM Registered Investment Company | — | — | — | $383K | 3.0% | |
| Vanguard Real Estate Index Fund Admiral Shares 2,562 units | — | — | — | $324K | 2.5% | |
| PCRA Self-Directed Brokerage Account | — | — | — | $265K | 2.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares 1,889 units | — | — | — | $206K | 1.6% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares 2,226 units | — | — | — | $186K | 1.4% | |
| Charles Schwab Money market account | — | — | — | $91K | 0.7% | |
| various dates through August 2029 | — | — | — | $74K | 0.6% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $74K | 0.6% | |
| SCHWAB FUNDMTL INT SMMID INDEX Registered Investment Company | — | — | — | $8K | <0.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares 51 units | — | — | — | $5K | <0.1% |