· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CLIENT COMMUNITY SERVICES, INC. — 403(B) THRIFT PLAN OF CLIENT COMMUNITY SERVICES, INC., Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251114083136NAL0002283185001
CLIENT COMMUNITY SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN OF CLIENT COMMUNITY SERVICES, INC.
403(b) retirement plan
Active participants
106
Accounts w/ balance
34
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
81
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CLIENT COMMUNITY SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
CLIENT COMMUNITY SERVICES, INC.
EIN
41-0799794
Address
826 5TH AVE · WORTHINGTON, MN · 56187
Phone
(507) 376-3171
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-11-14
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
SUPPORTIVE LIFESTYLES, INC.
SUPPORTIVE LIFESTYLES RETIREMENT PLAN
$1.8M · 74 participants
GARDEN CARE CENTER, LLC
GARDEN CARE CENTER, LLC UNION 401(K) PLAN
$1.8M · 77 participants
MINAMYER RESIDENTIAL CARE SERVICES, INC.
MINAMYER RESIDENTIAL 401(K) PLAN
$1.8M · 112 participants
CASTLE SENIOR LIVING, INC.
CASTLE SENIOR LIVING 401(K) RETIREMENT PLAN
$1.8M · 58 participants
ARMENIAN NURSING & REHABILITATION CENTER, INC.
ARMENIAN NURSING AND REHABILITATION CENTER, INC 403(B) PLAN
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 32% 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.8M · 90 participants
UNITED METHODIST MANOR OF THE PEE DEE
UNITED METHODIST MANOR OF THE PEE DEE 401(K) PLAN
$1.8M · 204 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
