Original filing (PDF)20251014221312NAL0001837043002

AKRON SUMMIT COMMUNITY ACTION, INC.

Name: AKRON SUMMIT COMMUNITY ACTION, INC. — AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO, Form 5500 (2024)
Creator: AKRON SUMMIT COMMUNITY ACTION, INC.

Form 5500

FILING_RECEIVED

AKRON SUMMIT COMMUNITY ACTION INC. HEALTH AND WELFARE BENEFIT PLAN TRUST DBA GOHIO

Health & welfare plan

Signals · 3

43% in single holding~737 bps in Sched C feesNo recordkeeper disclosed

Active participants

187

Accounts w/ balance

—

Plan assets (EOY)

$2.4M

Net assets (EOY)

$1.6M

How this plan invests

This plan

9 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

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

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4Q · Other

Audit & trust (Schedule H)

Auditor

EIDE BAILLY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
EIDE BAILLY LLP	45-0250958	FARGO, ND	AUDITORS	$20K	—
MICHELLE MOSS	—	MASSILLON, OH	ACCOUNTING	$8K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL HEALTH SERVICES	34-0648820

Investments

9 direct securities· $1.9M(80% of reported assets)

Other securities

$1.9M

8 holdings

Cash / Money Market

$28K

1 holding

					% of plan
Schwab Value Advantage Money Fund 820,333.03 shares	Other securities	—	$820K	$820K	34.6%
iShares S&P 500 Growth ETF 4,014 shares	Other securities	—	$109K	$408K	17.2%
iShares S&P 500 Value ETF 1,968 shares	Other securities	—	$213K	$376K	15.9%
Vanguard FTSE Developed Markets ETF 1,806 shares	Other securities	—	$73K	$86K	3.6%
iShares Core S&P Mid-Cap ETF 1,004 shares	Other securities	—	$53K	$63K	2.6%
Vanguard FTSE Emerging Markets ETF 1,376 shares	Other securities	—	$59K	$61K	2.6%
iShares Core S&P Small-Cap ETF 265 shares	Other securities	—	$15K	$31K	1.3%
SPDR DJ Wilshire Global Real Estate ETF 698 shares	Other securities	—	$33K	$30K	1.3%
Huntington Bank Money market deposit account 4.33% rate of interest	Cash / Money Market	—	$28K	$28K	1.2%