Original filing (PDF)20260212130410NAL0000217056001

THE NORD CENTER

Name: THE NORD CENTER — THE NORD CENTER RETIREMENT PLAN, Form 5500 (2024)
Creator: THE NORD CENTER

Form 5500

FILING_RECEIVED

THE NORD CENTER RETIREMENT PLAN

403(b) retirement plan

Signals · 2

89% in single holding~11448 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

How this plan invests

This plan

1 pooled trust

Schedule D

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE NORD CENTER.

Plan sponsor

Name

THE NORD CENTER

EIN

34-0949459

Address

6140 S. BROADWAY · LORAIN, OH · 44053

Phone

(440) 204-4115

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-02-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

2K · 401(m) arrangement

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
AXA ADVISORS, LLC	13-4078005	—	INVESTMENT ADVISOR	$7K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp

Investments

3 direct securities · 1 pooled fund· $30K(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Uncategorized

$30K

3 holdings

Common Collective Trust

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	VALIC Loan Collateral Fund -	—	—	—	$27K	89.1%
	VALIC Fixed Account Plus, -	—	—	—	$2K	6.1%

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