How big is Charles E. Smith Life Communities' plan?

Charles E. Smith Life Communities' plan reported $15.4M in assets and 809 participants for 2024.

Original filing (PDF)20251013122451NAL0000599955006

Charles E. Smith Life Communities

Name: Charles E. Smith Life Communities — Charles E. Smith, Form 5500 (2024)
Creator: Charles E. Smith Life Communities
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Charles E. Smith Life Communities 403(b) Plan

403(b) retirement plan · Charles E. Smith Life Communities' Charles E. Smith Life Communities 403(b) Plan held $15.4M in plan assets for 809 participants in 2024.

Signals · 3

22% employer stockNo recordkeeper disclosedSelf-directed brokerage offered

Active participants

809

Accounts w/ balance

700

Plan assets (EOY)

$15.4M

Net assets (EOY)

$15.4M

People on this filing

Melissa Davidson signed Charles E. Smith Life Communities' 2024 Form 5500 as plan administrator.

Melissa Davidson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Charles E. Smith Life Communities' EIN is 53-0196508.

EIN 53-0196508

Plan number 002

Plan year 2024

ACK ID 20251013122451NAL0000599955006

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles E. Smith Life Communities from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles E. Smith Life Communities' plan includes a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES E. SMITH LIFE COMMUNITIES.

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (11th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

CHARLES E. SMITH LIFE COMMUNITIES

EIN

all filings

Address

6121 MONTROSE RD. · ROCKVILLE, MD · 20852

Phone

(301) 770-8430

Industry

Health Care & Social Assistance

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

2025-10-13

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

SCHIAVI, WALLACE AND ROWE, PC

Trustee / custodian

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALIC RETIREMENT SERVICES COMPANY	51-0396365	—	NONE	$102K	—

Investments

35 direct securities· $15.3M(100% of reported assets)

Other securities

$5.8M

21 holdings

Common Stocks

$3.4M

2 holdings

Mutual Funds

$3.1M

7 holdings

Common Collective Trusts

$2.8M

3 holdings

Bonds / Notes

$286K

1 holding

Self-Directed Brokerage

$11K

1 holding

					% of plan
The Variable Annuity Life Insurance Co. VALIC FIXED-INTEREST VALIC FIXED-INTEREST (various interest rates)	Common Stocks	—	—	$2.7M	17.7%
FIDELITY INTL IND INSTL PREM MUTUAL FUND- FIDELITY INTL IND INSTL PREM	Mutual Funds	—	—	$1.6M	10.6%
VANGUARD 500 IDX ADM MUTUAL FUND- VANGUARD 500 IDX ADM	Common Collective Trusts	—	—	$1.1M	7.3%
JP MORGAN DISCIPL EQUITY R6 MUTUAL FUND- JP MORGAN DISCIPL EQUITY R6	Other securities	—	—	$917K	6.0%
VANGUARD SM CP IDX ADM MUTUAL FUND- VANGUARD SM CP IDX ADM	Common Collective Trusts	—	—	$890K	5.8%
AMERICAN FUNDS AMER BALAN R6 MUTUAL FUND- AMERICAN FUNDS AMER BALANCED R6	Mutual Funds	—	—	$872K	5.7%
VANGUARD TL BD MK IDX ADM MUTUAL FUND- VANGUARD TL BD MK IDX ADM	Common Collective Trusts	—	—	$751K	4.9%
VAN MID CAP INDEX ADM MUTUAL FUND- VAN MID CAP INDEX ADM	Other securities	—	—	$672K	4.4%
AMER GRWTH FUND OF AMER R6 MUTUAL FUND- AMER GRWTH FUND OF AMER R6	Other securities	—	—	$628K	4.1%
AMER CAP WORLD GROWTH & INC R6 MUTUAL FUND- AMER CAP WORLD GROWTH & INC R6	Common Stocks	—	—	$627K	4.1%
WESTERN ASSET CORE PLUS BND IS MUTUAL FUND- WESTERN ASSET CORE PLUS BND IS	Other securities	—	—	$521K	3.4%
JP MORGAN EQUITY INCOME R6 MUTUAL FUND- JP MORGAN EQUITY INCOME R6	Other securities	—	—	$376K	2.4%
T.ROWE PRICE RTMT 2040 I MUTUAL FUND- T.ROWE PRICE RTMT 2040 I	Other securities	—	—	$326K	2.1%
VICTORY SYCAMORE EST VAL R6 MUTUAL FUND- VICTORY SYCAMORE EST VAL R6	Other securities	—	—	$323K	2.1%
T.ROWE PRICE RTMT 2030 I MUTUAL FUND- T.ROWE PRICE RTMT 2030 I	Other securities	—	—	$321K	2.1%
AMERICAN FUNDS EUROPAC R6 MUTUAL FUND- AMERICAN FUNDS EUROPAC R6	Mutual Funds	—	—	$304K	2.0%
Participant Loans Interest Rates – 4.25% - 9.5% -0-	Bonds / Notes	—	—	$286K	1.9%
BLACKROCK HI YLD PORTF CLASS K MUTUAL FUND- BLACKROCK HI YLD PORTF CLASS K	Other securities	—	—	$286K	1.9%
JP MORGAN MID CAP GROWTH R6 MUTUAL FUND- JP MORGAN MID CAP GROWTH R6	Other securities	—	—	$272K	1.8%
AMERICAN CENT REAL ESTATE R6 MUTUAL FUND- AMERICAN CENT REAL ESTATE R6	Other securities	—	—	$251K	1.6%
VANGUARD FEDERAL M MKT MUTUAL FUND- VANGUARD FEDERAL M MKT	Mutual Funds	—	—	$219K	1.4%
COLUMBIA SMALL CAP VAL II INST 3 MUTUAL FUND- COLUMBIA SMALL CAP VALUE II INST 3	Other securities	—	—	$182K	1.2%
JP MORGAN SMALL CAP GROWTH R6 MUTUAL FUND- JP MORGAN SMALL CAP GROWTH R6	Other securities	—	—	$162K	1.1%
AMERICAN CEN INFL-ADJ BOND R6 MUTUAL FUND- AMERICAN CEN INFL-ADJ BOND R6	Other securities	—	—	$149K	1.0%
T.ROWE PRICE RTMT 2025 I MUTUAL FUND- T.ROWE PRICE RTMT 2025 I	Other securities	—	—	$108K	0.7%
T.ROWE PRICE RTMT 2015 I MUTUAL FUND- T.ROWE PRICE RTMT 2015 I	Other securities	—	—	$61K	0.4%
T.ROWE PRICE RTMT 2035 I MUTUAL FUND- T.ROWE PRICE RTMT 2035 I	Other securities	—	—	$61K	0.4%
T.ROWE PRICE RTMT 2050 I MUTUAL FUND- T.ROWE PRICE RTMT 2050 I	Other securities	—	—	$57K	0.4%
T.ROWE PRICE RTMT 2045 I MUTUAL FUND- T.ROWE PRICE RTMT 2045 I	Other securities	—	—	$53K	0.3%
T.ROWE PRICE RTMT BALANCED I MUTUAL FUND- T.ROWE PRICE RTMT BALANCED I	Other securities	—	—	$51K	0.3%
T.ROWE PRICE RTMT 2020 I MUTUAL FUND- T.ROWE PRICE RTMT 2020 I	Other securities	—	—	$39K	0.3%
T ROWE PRICE RTMT 2060 I MUTUAL FUND- T ROWE PRICE RTMT 2060 I	Mutual Funds	—	—	$29K	0.2%
T ROWE PRICE RTMT 2065 I MUTUAL FUND- T ROWE PRICE RTMT 2065 I	Mutual Funds	—	—	$22K	0.1%
T ROWE PRICE RTMT 2055 I MUTUAL FUND- T ROWE PRICE RTMT 2055 I	Mutual Funds	—	—	$13K	<0.1%
SCHWAB PCRA MUTUAL FUND- SCHWAB PCRA	Self-Directed Brokerage	—	—	$11K	<0.1%