Back to filter
Original filing (PDF)20251008084758NAL0003136787001
DOUGLASS COMMUNITY SERVICES, INC.
Form 5500
FILING_RECEIVED
DOUGLASS COMMUNITY SERVICES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
100% in single holding~80 bps in Sched C fees
Active participants
116
Accounts w/ balance
146
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: RELIANCE METLIFE SERIES 25053 CL 0 (no filing on disk)]" is 100% of plan.
- 80 bps in Schedule C fees — 55% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOUGLASS COMMUNITY SERVICES, INC..
Plan sponsor
Name
DOUGLASS COMMUNITY SERVICES, INC.
EIN
43-0971877
Address
909 BROADWAY · HANNIBAL, MO · 63401
Phone
(573) 221-3892
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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRAY HUNTER STENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM LLC | — | OMAHA, NE | INVESTMENT ADVISOR | $17K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THIRD PARTY ADMINISTRATORS | — | NEW GLOUCESTER, ME | CONTRACT ADMIN | $2K | — |
Investments
1 pooled fund· $117K(3% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $117K | 2.8% |