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Original filing (PDF)20260215103911NAL0003931761001
PILSEN LITTLE VILLAGE COMMUNITY MENTAL HEALTH CENTER, INC.
Form 5500
FILING_RECEIVED
PWC PLANNING FOR TOMORROW 403(B) FUND
401(k) retirement plan
Signals · 2
Late filing · 9.0 moNo recordkeeper disclosed
Active participants
509
Accounts w/ balance
172
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
- Filed 9.0 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
- Only 34% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PILSEN LITTLE VILLAGE COMMUNITY MENTAL HEALTH CENTER, INC..
Plan sponsor
Name
PILSEN LITTLE VILLAGE COMMUNITY MENTAL HEALTH CENTER, INC.
DBA
PILSEN WELLNESS CENTER
EIN
36-2836998
Address
2319 SOUTH DAMEN AVENUE · CHICAGO, IL · 60608
Phone
(773) 579-0832
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2026-02-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
LOPEZ & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOWARD SIMON & ASSOCIATES, INC. | 36-3132823 | — | NONE | $0 | — |
| MATRIX TRUST COMPANY | 71-3182674 | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.