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Original filing (PDF)20251007190152NAL0004948449001
COMMUNITY PSYCHIATRY MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
MINDPATH HEALTH RETIREMENT PLAN
401(k) retirement plan
Active participants
971
Accounts w/ balance
2,014
Plan assets (EOY)
$64.5M
Net assets (EOY)
$64.5M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 257% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY PSYCHIATRY MANAGEMENT, LLC.
Plan sponsor
Name
COMMUNITY PSYCHIATRY MANAGEMENT, LLC
DBA
MINDPATH HEALTH
EIN
47-4528472
Address
3835 NORTH FREEWAY BLVD. SUITE 100 · SACRAMENTO, CA · 95834
Phone
(916) 576-7900
Industry
Offices of Physicians· 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
2025-10-07
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
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $150K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $100K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOREST CAPITAL MANAGEMENT LLC | 46-5576228 | — | INVESTMENT ADVISORY | $119K | — |
Investments
27 direct securities· $64.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 | — | — | — | $9.2M | 14.2% | |
| Vanguard Target Retirement 2045 | — | — | — | $7.6M | 11.7% | |
| Vanguard Target Retirement 2040 | — | — | — | $6.8M | 10.5% | |
| Vanguard Target Retirement Income | — | — | — | $6.5M | 10.1% | |
| Vanguard Target Retirement 2055 | — | — | — | $5.8M | 8.9% | |
| Vanguard 500 Index | — | — | — | $5.4M | 8.3% | |
| Vanguard Target Retirement 2035 | — | — | — | $4.5M | 7.0% | |
| Vanguard Target Retirement 2030 | — | — | — | $2.4M | 3.7% | |
| Vanguard Target Retirement 2060 | — | — | — | $2.1M | 3.2% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $1.9M | 2.9% | |
| Vanguard Target Retirement 2025 | — | — | — | $1.8M | 2.8% | |
| Transamerica Life Insurance Company Unallocated investment contract - Transamerica Stable Value Core | — | — | — | $1.7M | 2.7% | |
| JPMorgan Core Plus Bond | — | — | — | $1.3M | 2.0% | |
| Vanguard Target Retirement 2020 | — | — | — | $1.1M | 1.7% | |
| JPMorgan Equity Income | — | — | — | $921K | 1.4% | |
| Vanguard Mid Cap Index | — | — | — | $760K | 1.2% | |
| Vanguard Small Cap Index | — | — | — | $662K | 1.0% | |
| Vanguard Balanced Index | — | — | — | $652K | 1.0% | |
| Fidelity International Index | — | — | — | $619K | 1.0% | |
| Vanguard Short-Term Investment-Grade I | — | — | — | $610K | 0.9% | |
| BlackRock High Yield Bond | — | — | — | $580K | 0.9% | |
| 9.50 percent - | — | — | — | $421K | 0.7% | |
| Vanguard International Growth | — | — | — | $418K | 0.6% | |
| Vanguard Target Retirement 2065 | — | — | — | $258K | 0.4% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities | — | — | — | $238K | 0.4% | |
| American Funds American Funds New World | — | — | — | $174K | 0.3% | |
| Vanguard Target Retirement 2070 | — | — | — | $42K | <0.1% |
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