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Original filing (PDF)20251014193643NAL0001795427001
INSPIRE COMMUNITIES, LLC
Form 5500
FILING_RECEIVED
INSPIRE COMMUNITIES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed17 service providers
Active participants
355
Accounts w/ balance
127
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 36% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSPIRE COMMUNITIES, LLC.
Plan sponsor
Name
INSPIRE COMMUNITIES, LLC
EIN
46-1452494
Address
4742 N 24TH STREET, SUITE 325 · PHOENIX, AZ · 85016
Phone
(602) 478-1253
Industry
Real Estatesee all
Plan administrator
Name
ERISA WISE LLC
EIN
45-2945096
City
MACKINAW, IL
Phone
(925) 337-6069
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsOther
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $25K | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| LEGG MASON | 52-1200960 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| DOUBLELINE FUNDS | 46-2184137 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| HARTFORD MUTUAL FUNDS | 13-3317783 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| JANUS FUNDS | 43-1804048 | — | NONE | $0 | — |
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
| AQR FUNDS | 26-3314777 | — | NONE | $0 | — |
| COHEN & STEERS FUNDS | 14-1904657 | — | NONE | $0 | — |
| EATON VANCE | 04-2718215 | — | NONE | $0 | — |
| TOUCHSTONE FUNDS | 31-0487145 | — | NONE | $0 | — |
Investments
28 direct securities · 1 pooled fund· $3.7M(92% 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.
Uncategorized
$3.4M
28 holdings
Common Collective Trust
$228K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Mutual Fund | — | — | — | $900K | 22.5% | |
| T. Rowe Price Retirement 2025 Mutual Fund | — | — | — | $492K | 12.3% | |
| T. Rowe Price Retirement 2045 Mutual Fund | — | — | — | $385K | 9.6% | |
| T. Rowe Price Retirement 2050 Mutual Fund | — | — | — | $313K | 7.8% | |
| iShares S&P 500 Index K Mutual Fund | — | — | — | $305K | 7.6% | |
| Party Description of Investment Cost Current Value * T. Rowe Price Stable Value Common/Collective Trust | — | — | — | $228K | 5.7% | |
| TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $228K | 5.7% | |
| T. Rowe Price Retirement 2035 Mutual Fund | — | — | — | $195K | 4.9% | |
| T. Rowe Price Retirement 2060 Mutual Fund | — | — | — | $131K | 3.3% | |
| T. Rowe Price Retirement 2040 Mutual Fund | — | — | — | $111K | 2.8% | |
| T. Rowe Price Retirement 2065 Mutual Fund | — | — | — | $68K | 1.7% | |
| Participant Loans to participants bearing interest from 9.75% to 10.50% | — | — | — | $37K | 0.9% | |
| AQR Large Cap Defensive Style R6 Mutual Fund | — | — | — | $33K | 0.8% | |
| T. Rowe Price Retirement 2015 Mutual Fund | — | — | — | $32K | 0.8% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $31K | 0.8% | |
| T. Rowe Price Retirement 2020 Mutual Fund | — | — | — | $27K | 0.7% | |
| JP Morgan US Equity R6 Mutual Fund | — | — | — | $26K | 0.7% | |
| Janus Henderson Growth And Income I Mutual Fund | — | — | — | $26K | 0.6% | |
| PIMCO Income Institutional Mutual Fund | — | — | — | $22K | 0.6% | |
| Vanguard Small Cap Index Admiral Mutual Fund | — | — | — | $21K | 0.5% | |
| T. Rowe Price Government Money Inv Mutual Fund ** 2 * T. Rowe Price Retirement 2010 Mutual Fund | — | — | — | $13K | 0.3% | |
| MFS Growth Allocation I Mutual Fund | — | — | — | $13K | 0.3% | |
| American Funds Bond Fund of Maer R6 Mutual Fund | — | — | — | $9K | 0.2% | |
| Parametric International Equity R6 Mutual Fund | — | — | — | $8K | 0.2% | |
| Cohen & Steers Global Realty Z Mutual Fund | — | — | — | $4K | <0.1% | |
| T. Rowe Price Small-Cap Value I Mutual Fund | — | — | — | $3K | <0.1% | |
| Hartford Balanced Income R6 Mutual Fund | — | — | — | $3K | <0.1% | |
| Fidelity International Index Mutual Fund | — | — | — | $3K | <0.1% | |
| MFS Aggressive Growth Allocation I Mutual Fund | — | — | — | $2K | <0.1% |