Original filing (PDF)20250611120255NAL0012209763001

FAMILY & COMMUNITY SERVICES, INC.

Name: FAMILY & COMMUNITY SERVICES, INC. — 403(B) THRIFT PLAN FOR FAMILY & COMMUNITY SERVICES, INC., Form 5500 (2024)
Creator: FAMILY & COMMUNITY SERVICES, INC.

Form 5500

FILING_RECEIVED

403(B) THRIFT PLAN FOR FAMILY & COMMUNITY SERVICES, INC.

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

4 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

100

/ 100

Grade A

Top-tier plan health

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAMILY & COMMUNITY SERVICES, INC..

Plan sponsor

Name

FAMILY & COMMUNITY SERVICES, INC.

EIN

34-1902451

Address

705 OAKWOOD ST., STE 221 · RAVENNA, OH · 442662196

Phone

(330) 297-7027

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

2024-08-31

Filed

2025-06-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$23K	—

Investments

4 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
MOA ALL AMERICA FUND MUTUAL OF AMERICA · EIN 34-1902451 / PN 001	Pooled Separate Account	$0	—
MOA MONEY MARKET FUND MUTUAL OF AMERICA · EIN 34-1902451 / PN 001	Pooled Separate Account	$0	—
MOA BALANCED FUND MUTUAL OF AMERICA · EIN 34-1902451 / PN 001	Pooled Separate Account	$0	—
FIDELITY VIP CONTRAFUND PORTFOLIO MUTUAL OF AMERICA · EIN 34-1902451 / PN 001	Pooled Separate Account	$0	—