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Original filing (PDF)20251015092030NAL0002074803001
COMMUNITY SYSTEMS SUPPORT AND MANAGEMENT SERVICES, INC.
Form 5500
FILING_RECEIVED
COMMUNITY SYSTEMS, INC. CONTRIBUTORY 403 (B) PLAN
403(b) retirement plan
Active participants
1,091
Accounts w/ balance
1,342
Plan assets (EOY)
$24.8M
Net assets (EOY)
$24.8M
How this plan invests
This plan
139 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY SYSTEMS SUPPORT AND MANAGEMENT SERVICES, INC..
Plan sponsor
Name
COMMUNITY SYSTEMS SUPPORT AND MANAGEMENT SERVICES, INC.
EIN
47-1464237
Address
6 BENJAMIN NYE CIRCLE · SUITE 1 · POCASSET, MA · 02559
Phone
(703) 448-0606
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | NONE | $52K | — |
| PASI, LLC | 26-1407927 | — | NONE | $8K | — |
Investments
137 direct securities· $24.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments | — | — | — | $2.3M | 9.3% | |
| Lincoln Financial Group | — | — | — | $2.1M | 8.6% | |
| Lincoln Financial Group | — | — | — | $1.8M | 7.3% | |
| Fidelity Investments | — | — | — | $1.7M | 7.0% | |
| Fidelity Investments | — | — | — | $1.5M | 6.2% | |
| Lincoln Financial Group | — | — | — | $1.5M | 6.0% | |
| Lincoln Financial Group | — | — | — | $1.5M | 5.9% | |
| Fidelity Investments | — | — | — | $1.4M | 5.6% | |
| Fidelity Investments | — | — | — | $1.2M | 5.0% | |
| Lincoln Financial Group | — | — | — | $1.2M | 4.9% | |
| Lincoln Financial Group | — | — | — | $1.1M | 4.2% | |
| Fidelity Investments | — | — | — | $882K | 3.6% | |
| Lincoln Financial Group | — | — | — | $802K | 3.2% | |
| Participants loans | — | — | — | $681K | 2.7% | |
| Fidelity Investments | — | — | — | $461K | 1.9% | |
| Lincoln Financial Group | — | — | — | $412K | 1.7% | |
| Lincoln Financial Group | — | — | — | $396K | 1.6% | |
| Fidelity Investments | — | — | — | $380K | 1.5% | |
| Fidelity Investments | — | — | — | $338K | 1.4% | |
| Fidelity Investments | — | — | — | $266K | 1.1% | |
| Lincoln Financial Group | — | — | — | $205K | 0.8% | |
| Fidelity Investments | — | — | — | $201K | 0.8% | |
| Fidelity Investments | — | — | — | $190K | 0.8% | |
| Lincoln Financial Group | — | — | — | $167K | 0.7% | |
| Fidelity Investments | — | — | — | $152K | 0.6% | |
| Fidelity Investments | — | — | — | $138K | 0.6% | |
| Fidelity Investments | — | — | — | $126K | 0.5% | |
| Lincoln Financial Group | — | — | — | $98K | 0.4% | |
| Fidelity Investments | — | — | — | $98K | 0.4% | |
| MFS | — | — | — | $87K | 0.3% | |
| Fidelity Investments | — | — | — | $85K | 0.3% | |
| Fidelity Investments | — | — | — | $78K | 0.3% | |
| Fidelity Investments | — | — | — | $71K | 0.3% | |
| Fidelity Investments | — | — | — | $64K | 0.3% | |
| Fidelity Investments | — | — | — | $49K | 0.2% | |
| Fidelity Investments | — | — | — | $45K | 0.2% | |
| Company | — | — | — | $42K | 0.2% | |
| Fidelity Investments | — | — | — | $41K | 0.2% | |
| Fidelity Investments | — | — | — | $40K | 0.2% | |
| Fidelity Investments | — | — | — | $40K | 0.2% | |
| Fidelity Investments | — | — | — | $34K | 0.1% | |
| Fidelity Investments | — | — | — | $31K | 0.1% | |
| Fidelity Investments | — | — | — | $30K | 0.1% | |
| Fidelity Investments | — | — | — | $29K | 0.1% | |
| Fidelity Investments | — | — | — | $29K | 0.1% | |
| Fidelity Investments | — | — | — | $28K | 0.1% | |
| Fidelity Investments | — | — | — | $28K | 0.1% | |
| Fidelity Investments | — | — | — | $26K | 0.1% | |
| Fidelity Investments | — | — | — | $21K | <0.1% | |
| Schwab Funds | — | — | — | $21K | <0.1% | |
| Fidelity Investments | — | — | — | $21K | <0.1% | |
| MFS | — | — | — | $19K | <0.1% | |
| Fidelity Investments | — | — | — | $19K | <0.1% | |
| Lincoln Financial Group | — | — | — | $17K | <0.1% | |
| Fidelity Investments | — | — | — | $17K | <0.1% | |
| Fidelity Investments | — | — | — | $16K | <0.1% | |
| Fidelity Investments | — | — | — | $16K | <0.1% | |
| Fidelity Investments | — | — | — | $16K | <0.1% | |
| Fidelity Investments | — | — | — | $15K | <0.1% | |
| Fidelity Investments | — | — | — | $14K | <0.1% | |
| Fidelity Investments | — | — | — | $13K | <0.1% | |
| Fidelity Investments | — | — | — | $13K | <0.1% | |
| Fidelity Investments | — | — | — | $13K | <0.1% | |
| Fidelity Investments | — | — | — | $13K | <0.1% | |
| PIMCO Funds | — | — | — | $13K | <0.1% | |
| The Bank of New York Mellon Corporation | — | — | — | $13K | <0.1% | |
| Fidelity Investments | — | — | — | $12K | <0.1% | |
| BlackRock | — | — | — | $12K | <0.1% | |
| Fidelity Investments | — | — | — | $12K | <0.1% | |
| Fidelity Investments | — | — | — | $11K | <0.1% | |
| Fidelity Investments | — | — | — | $11K | <0.1% | |
| Principal Financial Group | — | — | — | $10K | <0.1% | |
| Fidelity Investments | — | — | — | $10K | <0.1% | |
| Fidelity Investments | — | — | — | $10K | <0.1% | |
| Hartford Mutual Funds | — | — | — | $10K | <0.1% | |
| Allspring | — | — | — | $9K | <0.1% | |
| Hartford Mutual Funds | — | — | — | $9K | <0.1% | |
| Lincoln Financial Group | — | — | — | $9K | <0.1% | |
| PGIM | — | — | — | $9K | <0.1% | |
| Nuveen | — | — | — | $8K | <0.1% | |
| Fidelity Investments | — | — | — | $8K | <0.1% | |
| BlackRock | — | — | — | $8K | <0.1% | |
| Nuveen | — | — | — | $7K | <0.1% | |
| Fidelity Investments | — | — | — | $7K | <0.1% | |
| Fidelity Investments | — | — | — | $6K | <0.1% | |
| Lincoln Financial Group | — | — | — | $6K | <0.1% | |
| Fidelity Investments | — | — | — | $6K | <0.1% | |
| Fidelity Investments | — | — | — | $6K | <0.1% | |
| Delaware Investments | — | — | — | $5K | <0.1% | |
| Lincoln Financial Group | — | — | — | $4K | <0.1% | |
| Fidelity Investments | — | — | — | $4K | <0.1% | |
| Fidelity Investments | — | — | — | $4K | <0.1% | |
| Fidelity Investments | — | — | — | $3K | <0.1% | |
| Lincoln Financial Group | — | — | — | $3K | <0.1% | |
| Lincoln Financial Group | — | — | — | $3K | <0.1% | |
| Fidelity Investments | — | — | — | $2K | <0.1% | |
| Fidelity Investments | — | — | — | $2K | <0.1% | |
| Fidelity Investments | — | — | — | $2K | <0.1% | |
| Fidelity Investments | — | — | — | $2K | <0.1% | |
| Fidelity Investments | — | — | — | $2K | <0.1% | |
| Fidelity Investments | — | — | — | $2K | <0.1% | |
| Fidelity Investments | — | — | — | $2K | <0.1% | |
| Fidelity Investments | — | — | — | $2K | <0.1% | |
| Fidelity Investments | — | — | — | $1K | <0.1% | |
| Fidelity Investments | — | — | — | $1K | <0.1% | |
| Fidelity Investments | — | — | — | $1K | <0.1% | |
| Fidelity Investments | — | — | — | $1K | <0.1% | |
| Fidelity Investments | — | — | — | $1K | <0.1% | |
| Fidelity Investments | — | — | — | $1K | <0.1% | |
| Fidelity Investments | — | — | — | $991 | <0.1% | |
| Fidelity Investments | — | — | — | $829 | <0.1% | |
| Fidelity Investments | — | — | — | $616 | <0.1% | |
| Fidelity Investments | — | — | — | $585 | <0.1% | |
| Fidelity Investments | — | — | — | $578 | <0.1% | |
| Fidelity Investments | — | — | — | $514 | <0.1% | |
| Fidelity Investments | — | — | — | $502 | <0.1% | |
| Fidelity Investments | — | — | — | $461 | <0.1% | |
| Fidelity Investments | — | — | — | $452 | <0.1% | |
| Lincoln Financial Group | — | — | — | $410 | <0.1% | |
| Fidelity Investments | — | — | — | $403 | <0.1% | |
| Fidelity Investments | — | — | — | $378 | <0.1% | |
| Fidelity Investments | — | — | — | $337 | <0.1% | |
| Fidelity Investments | — | — | — | $323 | <0.1% | |
| Fidelity Investments | — | — | — | $319 | <0.1% | |
| Fidelity Investments | — | — | — | $263 | <0.1% | |
| Fidelity Investments | — | — | — | $180 | <0.1% | |
| Fidelity Investments | — | — | — | $145 | <0.1% | |
| Lincoln Financial Group | — | — | — | $128 | <0.1% | |
| Fidelity Investments | — | — | — | $108 | <0.1% | |
| PIMCO Funds | — | — | — | $100 | <0.1% | |
| American Funds | — | — | — | $97 | <0.1% | |
| Fidelity Investments | — | — | — | $93 | <0.1% | |
| Fidelity Investments | — | — | — | $90 | <0.1% | |
| Fidelity Investments | — | — | — | $53 | <0.1% | |
| Fidelity Investments | — | — | — | $49 | <0.1% | |
| Fidelity Investments | — | — | — | $45 | <0.1% | |
| Fidelity Investments | — | — | — | $40 | <0.1% |