Original filing (PDF)20250718080935NAL0001995888001

COMMUNITY LIVING ALLIANCE, INC.

Name: COMMUNITY LIVING ALLIANCE, INC. — COMMUNITY LIVING ALLIANCE 403(B) PLAN, Form 5500 (2024)
Creator: COMMUNITY LIVING ALLIANCE, INC.

Form 5500-SF

FILING_RECEIVED

COMMUNITY LIVING ALLIANCE 403(B) PLAN

403(b) retirement plan

Signals · 1

No auditor on file

Active participants

281

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY LIVING ALLIANCE, INC..

Plan sponsor

Name

COMMUNITY LIVING ALLIANCE, INC.

EIN

39-1889252

Address

1414 MACARTHUR ROAD · MADISON, WI · 53714

Phone

(608) 242-8335

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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