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Original filing (PDF)20251014084124NAL0001129731001
AKRON SUMMIT COMMUNITY ACTION, INC.
Form 5500
FILING_RECEIVED
AKRON SUMMIT COMMUNITY ACTION, INC. 403(B) PLAN
403(b) retirement plan
Signals · 2
~79 bps in Sched C feesNo recordkeeper disclosed
Active participants
222
Accounts w/ balance
381
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
How this plan invests
This plan
1 pooled trust
Schedule D
64 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 79 bps in Schedule C fees — 172% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AKRON SUMMIT COMMUNITY ACTION, INC..
Plan sponsor
Name
AKRON SUMMIT COMMUNITY ACTION, INC.
EIN
34-0965339
Address
55 E MILL ST · AKRON, OH · 443081405
Phone
(330) 376-7730
Industry
Other Services (ex. Public Admin)see 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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RELIASTAR LIFE INSURANCE | 41-0451140 | — | INVESTMENT CUSTODIAN | $0 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GWN SECURITIES | 65-0939556 | — | SERVICE PROVIDER | $67K | — |
| JULY BUSINESS SERVICES, LLC | 74-2715820 | — | SERVICE PROVIDER | $44K | — |
| MEEDER INVESTMENT MANAGEMENT | 31-1332744 | — | SERVICE PROVIDER | $14K | — |
Investments
63 direct securities · 1 pooled fund· $16.2M(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
$15.6M
63 holdings
Pooled Separate Account
$660K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Investor M utual Fund | — | — | — | $2.2M | 13.8% | |
| The Standard Stable Asset Fund II GIC | — | — | — | $1.6M | 10.2% | |
| Vanguard Target Retirement 2030 Fund Investor M utual Fund | — | — | — | $1.4M | 8.9% | |
| Vanguard Target Retirement 2025 Fund Investor M utual Fund | — | — | — | $1.1M | 7.1% | |
| Vanguard Target Retirement 2040 Fund Investor M utual Fund | — | — | — | $822K | 5.2% | |
| Vanguard Target Retirement 2045 Fund Investor M utual Fund | — | — | — | $786K | 4.9% | |
| Vanguard Total World Stock Index Admiral Mutual Fund 207 AB Large Cap Growth Fund Class Z M utual Fund | — | — | — | $742K | 4.7% | |
| VOYA Fixed Account - 182 Annuities | — | — | — | $705K | 4.4% | |
| RELIASTAR LIFE INSURANCE RELIASTAR LIFE INSURANCE · EIN 41-0451140 / PN 000 | Pooled Separate Account | — | — | $660K | 4.2% | |
| Vanguard 500 Index Fund Admiral M utual Fund | — | — | — | $649K | 4.1% | |
| iPMorgan Investor Growth & Income Fund Class R6 M utual Fund | — | — | — | $478K | 3.0% | |
| Vanguard Target Retirement 2055 Fund Investor M utual Fund | — | — | — | $358K | 2.3% | |
| iPMorgan Investor Growth Fund Class R6 M utual Fund | — | — | — | $317K | 2.0% | |
| American Funds American Balanced Fund Class R6 M utual Fund | — | — | — | $280K | 1.8% | |
| Vanguard Target Retirement 2050 Fund Investor M utual Fund | — | — | — | $275K | 1.7% | |
| Vanguard Target Retirement 2020 Fund Investor M utual Fund | — | — | — | $245K | 1.5% | |
| Participant loans maturing through 2038 | — | — | — | $233K | 1.5% | |
| American Funds American Balanced Fund Class R6 M utual Fund | — | — | — | $210K | 1.3% | |
| Lincoln Fixed Account GIC | — | — | — | $208K | 1.3% | |
| Vanguard Small-Cap Index Fund Admirales M utual Fund | — | — | — | $205K | 1.3% | |
| Neuberger Berman Mid Cap Growth Fund Class r6 M utual Fund | — | — | — | $192K | 1.2% | |
| Vanguard Mid-Cap Index Fund Admirales M utual Fund | — | — | — | $185K | 1.2% | |
| Baird Core Plus Bond Fund Class Institutional M utual Fund | — | — | — | $177K | 1.1% | |
| Vanguard Target Retirement 2060 Fund Investor M utual Fund | — | — | — | $163K | 1.0% | |
| Goldman Sachs Emerging Markets Equity Insights Fun M utual Fund | — | — | — | $153K | 1.0% | |
| PIMCO Income Fund Institutional Class M utual Fund | — | — | — | $153K | 1.0% | |
| iPMorgan Investor Balanced Fund Class R6 M utual Fund | — | — | — | $147K | 0.9% | |
| AB Small Cap Growth Portfolio Class Z M utual Fund | — | — | — | $147K | 0.9% | |
| M FS International Equity Fund Class R6 M utual Fund | — | — | — | $146K | 0.9% | |
| Columbia Small Cap Value Fund II Institutional 3 C M utual Fund | — | — | — | $93K | 0.6% | |
| M FS Mid Cap Value Fund Class R6 M utual Fund | — | — | — | $82K | 0.5% | |
| VOYA Fixed Account A Annuities | — | — | — | $74K | 0.5% | |
| VOYA Invesco Global Portfolio Pooled separate accounts | — | — | — | $73K | 0.5% | |
| Fidelity VIP Contrafund Portfolio Pooled separate accounts | — | — | — | $69K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Investor M utual Fund | — | — | — | $66K | 0.4% | |
| VOYAJP Morgan Small Cap Core Equity Portfolio Pooled separate accounts | — | — | — | $65K | 0.4% | |
| Fidelity VIP Equity-Income Portfolio Pooled separate accounts | — | — | — | $63K | 0.4% | |
| VOYA Russell Large Cap Growth Index Portfolio Pooled separate accounts | — | — | — | $59K | 0.4% | |
| Vanguard Total Bond Market Index Fund Admiral M utual Fund | — | — | — | $58K | 0.4% | |
| American Funds U.S. Government Securities Fund Class R6 M utual Fund | — | — | — | $57K | 0.4% | |
| Fidelity VIP Investment Grade Bond Portfolio Pooled separate accounts | — | — | — | $50K | 0.3% | |
| Vanguard Target Retirement Income Fund Investor M utual Fund | — | — | — | $43K | 0.3% | |
| VOYA MidCap Opportunities Portfolio Pooled separate accounts | — | — | — | $42K | 0.3% | |
| CoIlATB Annuities | — | — | — | $38K | 0.2% | |
| VOYA Limited Maturity Bond Portfolio Pooled separate accounts | — | — | — | $29K | 0.2% | |
| VOYAT.Rowe Price Diversified MidCap Growth Portfolio Pooled separate accounts | — | — | — | $29K | 0.2% | |
| Fidelity VIP Index 500 Portfolio Pooled separate accounts | — | — | — | $28K | 0.2% | |
| ColIATA Annuities | — | — | — | $28K | 0.2% | |
| VOYA Invesco Comstock Portfolio Pooled separate accounts | — | — | — | $24K | 0.2% | |
| VOYA JP Morgan Mid Cap Value Portfolio Pooled separate accounts | — | — | — | $23K | 0.1% | |
| VOYA High Yield Portfolio Institutional Pooled separate accounts | — | — | — | $19K | 0.1% | |
| VOYA Global Equity Portfolio Pooled separate accounts | — | — | — | $18K | 0.1% | |
| VOYA Russell Large Cap Index Portfolio Pooled separate accounts | — | — | — | $17K | 0.1% | |
| VOYAT.Rowe Price Growth Equity Portfolio Pooled separate accounts | — | — | — | $12K | <0.1% | |
| Vanguard Target Retirement 2070 Fund M utual Fund | — | — | — | $8K | <0.1% | |
| Fidelity VIP Money Market Portfolio Pooled separate accounts | — | — | — | $7K | <0.1% | |
| American Funds Insurance Series - Growth Income Fund Pooled separate accounts | — | — | — | $5K | <0.1% | |
| VOYA U.S. Stock Index Portfolio Pooled separate accounts | — | — | — | $5K | <0.1% | |
| PIMCO VII Real Return Portfolio Pooled separate accounts | — | — | — | $4K | <0.1% | |
| Pioneer High Yield VCT Portfolio Pooled separate accounts | — | — | — | $4K | <0.1% | |
| VOYA Large Cap Growth Portfolio Pooled separate accounts | — | — | — | $4K | <0.1% | |
| VOYA Index Plus Mid Cap Portfolio Pooled separate accounts | — | — | — | $3K | <0.1% | |
| VOYA Invesco Growth and Income Portfolio Pooled separate accounts | — | — | — | $2K | <0.1% | |
| VOYA Intermediate Bond Portfolio Pooled separate accounts | — | — | — | $2K | <0.1% |