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Original filing (PDF)20250916153414NAL0001264083001
COMMUNITY LIVING SERVICES, INC.
Form 5500
FILING_RECEIVED
CLS, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
135
Accounts w/ balance
228
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
How this plan invests
This plan
18 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 (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY LIVING SERVICES, INC..
Plan sponsor
Name
COMMUNITY LIVING SERVICES, INC.
EIN
38-2849658
Address
35425 MICHIGAN AVE WEST · WAYNE, MI · 481841687
Phone
(734) 467-7600
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
YEO & YEO CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $9K | — |
Investments
18 direct securities· $18.2M(100% of reported assets)
Uncategorized
$15.9M
16 holdings
Insurance Contracts
$2.2M
1 holding
Mutual Funds
$100K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $3.4M | 18.7% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $3.3M | 18.1% | |
| * Standard Insurance Company Stable Asset Fund | Insurance Contracts | — | — | $2.2M | 11.9% | |
| American Funds American Funds Europacific Growth Fund | — | — | — | $2.1M | 11.8% | |
| Vanguard Growth Index ADM | — | — | — | $1.3M | 7.1% | |
| Vanguard Balanced Index ADM | — | — | — | $1.2M | 6.8% | |
| Vanguard Value Index ADM | — | — | — | $1.2M | 6.5% | |
| Mainstay Winslow Large Cap Growth Fund | — | — | — | $908K | 5.0% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $725K | 4.0% | |
| Vanguard Mid Cap Value Index Admiral | — | — | — | $463K | 2.6% | |
| Carillon Tower Advisors Carillon Eagle Mid Cap Growth Fund | — | — | — | $431K | 2.4% | |
| Dimensional Fund Advisors DFA US Targeted Value Port ** 332 Massachusetts Financial Services MFS Value | — | — | — | $351K | 1.9% | |
| Vanguard Explorer ADM | — | — | — | $305K | 1.7% | |
| American Funds American Funds Capital World Growth & Income | Mutual Funds | — | — | $100K | 0.6% | |
| Prudential High-Yield Q | — | — | — | $71K | 0.4% | |
| Virtus Technology Fund | — | — | — | $68K | 0.4% | |
| Fidelity Investments Fidelity Inter Index Fund | — | — | — | $21K | 0.1% | |
| Vanguard Mid Cap Growth Index Admiral | — | — | — | $2K | <0.1% |
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