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Original filing (PDF)20251015141744NAL0002435235001
COMMUNITY LINK, INC.
Form 5500
FILING_RECEIVED
COMMUNITY LINK 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
158
Accounts w/ balance
165
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
5 pooled trusts
Schedule D
15 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.
Helping the score
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY LINK, INC..
Plan sponsor
Name
COMMUNITY LINK, INC.
EIN
37-0955971
Address
PO BOX 1571665 N 4TH ST · BREESE, IL · 622300157
Phone
(618) 526-3906
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
401K SAFE 3(16), LLC
EIN
83-0824803
City
ALBERTVILLE, AL
Phone
(888) 401-5723
Plan characteristics
Plan number
002
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCHEFFEL BOYLE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $4K | — |
Investments
15 direct securities · 5 pooled funds· $4.8M(100% of reported assets)
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.
Uncategorized
$4.2M
15 holdings
Common Collective Trust
$610K
4 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SMALL CAP VALUE III CL R1 FUND | — | — | $0 | $986K | 23.6% | |
| FIDELITY MID CP INDEX FUND | — | — | $0 | $854K | 20.4% | |
| PGIM HIGH YIELD R6 FUND | — | — | $0 | $401K | 9.6% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $401K | 9.6% | |
| FIDELITY 500 INDEX FUND | — | — | $0 | $397K | 9.5% | |
| LARGE CAP VALUE R1 FUND | — | — | $0 | $372K | 8.9% | |
| MID CAP VALUE FUND II CLASS R1 | — | — | $0 | $225K | 5.4% | |
| FIDELITY SM CAP INDEX FUND | — | — | $0 | $213K | 5.1% | |
| SMALL CAP GROWTH R1 FUND | — | — | $0 | $152K | 3.6% | |
| MID CAP GROWTH II CL R1 FUND | — | — | $0 | $126K | 3.0% | |
| MID CAP VALUE FUND II CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $103K | 2.5% | |
| PRIN FIXED INC GUAR OPTION | — | — | $0 | $103K | 2.5% | |
| AM FDS BD FD OF AM R6 FD | — | — | $0 | $91K | 2.2% | |
| DFA EMERG MKT CORE EQTY I FD | — | — | $0 | $85K | 2.0% | |
| COHEN & STEERS RE EST SEC Z FD | — | — | $0 | $73K | 1.7% | |
| FIDELITY INTERNATIONAL IDX FD | — | — | $0 | $60K | 1.4% | |
| SMALL CAP VALUE III CL R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $60K | 1.4% | |
| SMALL CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $47K | 1.1% | |
| FID LC GR INDEX FUND | — | — | $0 | $47K | 1.1% | |
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $0 | <0.1% |
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