Original filing (PDF)20260710135709NAL0001453825001

Options in Community Living, Inc.

Name: Options in Community Living, Inc. — Options in, Form 5500 (2025)
Creator: Options in Community Living, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Options in Community Living 401(k) Plan

401(k) retirement plan · Options in Community Living, Inc.'s Options in Community Living 401(k) Plan held $3.9M in plan assets for 251 participants in 2025, with Vanguard as recordkeeper.

Signals · 1

~144 bps in Sched C fees

Active participants

251

Accounts w/ balance

223

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

How this plan invests

This plan

1 collective trust

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

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (10th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIONS IN COMMUNITY LIVING, INC..

Plan sponsor

Name

OPTIONS IN COMMUNITY LIVING, INC.

EIN

39-1373054all filings

Address

551 GRAND OAK TRAIL · MADISON, WI · 53714

Phone

(608) 249-1585

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-10

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$27K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
401K INVESTMENT PROF.	81-1279447	—	NONE	$17K	—
WEGNER LLP	—	MADISON, WI	NONE

Investments

1 pooled fund· $21K(1% 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.