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Original filing (PDF)20251015170350NAL0010454242001
SOCIETY FOR HANDICAPPED CITIZENS OF MEDINA COUNTY,INC.
Form 5500
FILING_RECEIVED
SOCIETY FOR HANDICAPPED CITIZENS OF MEDINA COUNTY, INC. 403(B) PLAN
401(k) retirement plan
Active participants
151
Accounts w/ balance
162
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOCIETY FOR HANDICAPPED CITIZENS OF MEDINA COUNTY,INC..
Plan sponsor
Name
SOCIETY FOR HANDICAPPED CITIZENS OF MEDINA COUNTY,INC.
EIN
34-1011571
Address
4283 PARADISE RD · SEVILLE, OH · 44273
Phone
(330) 722-1900
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE | 52-1714114 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS, INC | 74-3257877 | DENVER, CO | ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA | 13-3892096 | WHITE PLAINS, NY | TPA | $0 | — |
Investments
30 direct securities· $4.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2025 Mutual Fund | — | — | — | $1.0M | 23.0% | |
| T. Rowe Price Retirement 2050 Mutual Fund | — | — | — | $631K | 14.2% | |
| T. Rowe Price Retirement 2030 Mutual Fund | — | — | — | $483K | 10.9% | |
| T. Rowe Price Retirement 2045 Mutual Fund | — | — | — | $332K | 7.5% | |
| T. Rowe Price Retirement 2010 Mutual Fund | — | — | — | $274K | 6.2% | |
| T. Rowe Price Retirement 2035 Mutual Fund | — | — | — | $245K | 5.5% | |
| T. Rowe Price Retirement 2040 Mutual Fund | — | — | — | $215K | 4.8% | |
| T. Rowe Price Retirement 2020 Mutual Fund | — | — | — | $214K | 4.8% | |
| T. Rowe Price Retirement 2055 Mutual Fund | — | — | — | $196K | 4.4% | |
| T. Rowe Price Retirement 2060 Mutual Fund | — | — | — | $131K | 3.0% | |
| Vanguard Mid Cap Index Mutual Fund | — | — | — | $101K | 2.3% | |
| T. Rowe Price Retirement 2065 Mutual Fund | — | — | — | $80K | 1.8% | |
| Federated Hermes Inst High Yield Bond Mutual Fund | — | — | — | $54K | 1.2% | |
| Putnam LAR Mutual Fund | — | — | — | $53K | 1.2% | |
| T. Rowe Price Retirement 2005 Mutual Fund | — | — | — | $44K | 1.0% | |
| Participant Notes Interest rates between 4.25% ‐ $- | — | — | — | $38K | 0.9% | |
| iShares S&P 500 Index K Mutual Fund | — | — | — | $35K | 0.8% | |
| Fidelity Small Cap Value Fund Mutual Fund | — | — | — | $32K | 0.7% | |
| PIMCO Investment Grade Credit Bond Mutual Fund | — | — | — | $28K | 0.6% | |
| American Funds New World R6 Mutual Fund | — | — | — | $28K | 0.6% | |
| iShares Russell 2000 Small‐Cap Index K Mutual Fund | — | — | — | $27K | 0.6% | |
| T. Rowe Price Retirement 2015 Mutual Fund | — | — | — | $23K | 0.5% | |
| Allspring Special Mid Cap Value I Mutual Fund | — | — | — | $21K | 0.5% | |
| iShares MSCI International Index K Mutual Fund | — | — | — | $21K | 0.5% | |
| MFS Growth Mutual Fund | — | — | — | $15K | 0.3% | |
| Carillon Eagle Mid Cap Growth R6 Mutual Fund | — | — | — | $5K | 0.1% | |
| T. Rowe Price Government Money Fund Money Market Fund | — | — | — | $5K | 0.1% | |
| PGIM Global Total Return R6 Mutual Fund | — | — | — | $4K | <0.1% | |
| Fidelity Real Estate Index Mutual Fund | — | — | — | $4K | <0.1% | |
| Columbia Small Cap Growth Institutional Mutual Fund | — | — | — | $3K | <0.1% |