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Original filing (PDF)20251001105017NAL0020845506001
COMMUNITY ACTION WAYNE
Form 5500
FILING_RECEIVED
COMMUNITY ACTION WAYNE/MEDINA RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
132
Accounts w/ balance
173
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
27 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 COMMUNITY ACTION WAYNE.
Plan sponsor
Name
COMMUNITY ACTION WAYNE
EIN
34-0979210
Address
905 PITTSBURGH AVE · WOOSTER, OH · 446914296
Phone
(330) 264-8677
Industry
Health Care & Social Assistancesee 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
2025-10-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MALONEY + NOVOTNY 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
27 direct securities· $8.2M(100% of reported assets)
Registered Investment Companies
$8.0M
25 holdings
Uncategorized
$178K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt Inc Inv Fund | Registered Investment Companies | — | $0 | $1.0M | 12.6% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Registered Investment Companies | — | $0 | $947K | 11.6% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Registered Investment Companies | — | $0 | $935K | 11.5% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Registered Investment Companies | — | $0 | $682K | 8.4% | |
| Princ SmallCap Growth I R6 Fd | Registered Investment Companies | — | $0 | $486K | 6.0% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Registered Investment Companies | — | $0 | $473K | 5.8% | |
| Vanguard Tgt Rmt 2055 Inv Fund | Registered Investment Companies | — | $0 | $455K | 5.6% | |
| Vanguard Tgt Rmt 2045 Inv Fund | Registered Investment Companies | — | $0 | $447K | 5.5% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Registered Investment Companies | — | $0 | $422K | 5.2% | |
| Prin MidCap S&P 400 Idx R6 Fd | Registered Investment Companies | — | $0 | $363K | 4.4% | |
| Principal Core Fixed | Registered Investment Companies | — | $0 | $345K | 4.2% | |
| Prin SmCp S&P 600 Idx R6 Fd | Registered Investment Companies | — | $0 | $317K | 3.9% | |
| Principal Int'l Eq Ind R6 Fd | Registered Investment Companies | — | $0 | $183K | 2.2% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Registered Investment Companies | — | $0 | $178K | 2.2% | |
| Prin LgCp S&P 500 Idx Inst Fd | Registered Investment Companies | — | $0 | $158K | 1.9% | |
| Vanguard Tgt Rmt 2070 Inv Fund | Registered Investment Companies | — | $0 | $148K | 1.8% | |
| Prin MidCap Value I R6 Fund | Registered Investment Companies | — | $0 | $123K | 1.5% | |
| Participant Loans | — | — | $0 | $114K | 1.4% | |
| Fid Adv High Inc Advant Z Fund | Registered Investment Companies | — | $0 | $74K | 0.9% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Registered Investment Companies | — | $0 | $69K | 0.9% | |
| Insurance Company GeneralPrin Fixed Income non 401(a) | — | — | $0 | $64K | 0.8% | |
| BrandywineGLBL Glbl Opps Bd IS | Registered Investment Companies | — | $0 | $53K | 0.7% | |
| MFS Value R6 Fund | Registered Investment Companies | — | $0 | $32K | 0.4% | |
| Carillon Eagle MidCaGwth R6 Fd | Registered Investment Companies | — | $0 | $19K | 0.2% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Registered Investment Companies | — | $0 | $18K | 0.2% | |
| American Funds NewPrsp R6 Fnd | Registered Investment Companies | — | $0 | $16K | 0.2% | |
| Prin LgCap Growth I R6 Fund | Registered Investment Companies | — | $0 | $9K | 0.1% |
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