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Original filing (PDF)20260211095309NAL0002749699004
CROSSROADS COMMUNITY SERVICES BOARD
Form 5500
FILING_RECEIVED
CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
179
Accounts w/ balance
167
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROSSROADS COMMUNITY SERVICES BOARD.
Plan sponsor
Name
CROSSROADS COMMUNITY SERVICES BOARD
EIN
54-0988560
Address
60 BUSH RIVER DRIVE P.O. DRAWER 248 · FARMVILLE, VA · 239010248
Phone
(434) 392-7049
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-11
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HARRIS, HARVEY, NEAL & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT FIDUCIARY GROUP LLC | 27-4653554 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $37K | — |
Investments
23 direct securities· $6.0M(100% of reported assets)
Uncategorized
$5.9M
22 holdings
Mutual Funds
$12K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund 32,849.669 shares | — | — | $1.2M | $1.3M | 22.5% | |
| Vanguard Target Retirement 2040 Fund 23,592.374 shares | — | — | $923K | $1.1M | 18.6% | |
| Vanguard Target Retirement 2020 Fund 18,266.587 shares | — | — | $545K | $514K | 8.6% | |
| T Rowe Price US Treasury Money Fund Inc 488,946.0472 shares | — | — | $489K | $489K | 8.2% | |
| Fidelity 500 Index Fund 2,008.329 shares | — | — | $336K | $434K | 7.3% | |
| Vanguard Target Retirement 2050 Fund 6,728.322 shares | — | — | $289K | $369K | 6.2% | |
| Growth Fund of America 3,900.276 shares | — | — | $225K | $321K | 5.4% | |
| Vanguard Target Retirement 2060 Fund 4,931.566 shares | — | — | $218K | $278K | 4.7% | |
| EuroPacific Growth Fund 3,308.505 shares | — | — | $182K | $201K | 3.4% | |
| Carillon Eagle Mid Cap Growth Fund 1,751.874 shares | — | — | $122K | $146K | 2.5% | |
| Participants' loans 5% to 9.50% | — | — | — | $141K | 2.4% | |
| MFS Value Fund 2,646.78 shares | — | — | $113K | $135K | 2.3% | |
| MFS Investment Management - MFS Total Return Bond R5 Fund 12,459.6295 shares | — | — | $130K | $119K | 2.0% | |
| Vanguard Target Retirement Income Fund 5,743.76 shares | — | — | $77K | $79K | 1.3% | |
| Goldman Sachs Small Cap Value Fund 1,741.277 shares | — | — | $94K | $69K | 1.2% | |
| American Century Mid Cap Value Fund 4,228.66 shares | — | — | $70K | $67K | 1.1% | |
| MFS New Discovery Fund 1,719.542 shares | — | — | $57K | $56K | 0.9% | |
| PGIM Short-Term Corporate Bond Fund 2,621.89 shares | — | — | $29K | $28K | 0.5% | |
| Vanguard Target Retirement 2070 Fund 663.783 shares | — | — | $16K | $19K | 0.3% | |
| Fidelity Government Income Fund 1,305.285 shares $ | Mutual Funds | — | $13K | $12K | 0.2% | |
| New Perspective Fund 150.872 shares | — | — | $8K | $11K | 0.2% | |
| Participants' contribution | — | — | — | $10K | 0.2% | |
| Receivables Agency's contribution | — | — | — | $6K | 0.1% |
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