Original filing (PDF)20251008100700NAL0003185203001

COMMUNITY RESIDENCES, INC.

Name: COMMUNITY RESIDENCES, INC. — COMMUNITY RESIDENCES RETIREMENT PLAN, Form 5500 (2024)
Creator: COMMUNITY RESIDENCES, INC.

Form 5500

FILING_RECEIVED

COMMUNITY RESIDENCES RETIREMENT PLAN

403(b) retirement plan

Active participants

447

Accounts w/ balance

299

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

How this plan invests

This plan

62 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Knocking points off

67% balance-to-active ratio — below typical for a healthy 401(k).

Helping the score

Below-peer total fees (11 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY RESIDENCES, INC..

Plan sponsor

Name

COMMUNITY RESIDENCES, INC.

EIN

54-1004092

Address

14160 NEWBROOK DRIVE · CHANTILLY, VA · 20151

Phone

(703) 842-2391

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

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

WALKER HEALTHCARE SERVS GROUP CPAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	RECORD KEEPER	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ASSOCIATES INC.	—	SANTA MONICA, CA	INVESTMENT ADVISORY	$2K	—

Investments

62 direct securities· $16.7M(100% of reported assets)

Uncategorized

$15.2M

61 holdings

Mutual Funds

$1.5M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Mutual of America Clear Passage 2035 Fund	—	—	—	$2.4M	14.4%
Mutual of America Clear Passage 2050 Fund	—	—	—	$2.1M	12.4%
Mutual of America Clear Passage 2040 Fund	—	—	—	$1.7M	10.0%
S * Mutual of America Clear Passage 2045 Fund	Mutual Funds	—	—	$1.5M	9.1%
Mutual of America Clear Passage 2030 Fund	—	—	—	$1.3M	7.9%
Mutual of America Clear Passage 2025 Fund	—	—	—	$1.1M	6.5%
Notes from Participants 9.50%, collateralized by participants' accounts -	—	—	—	$655K	3.9%
VALIC Stock Index Fund	—	—	—	$655K	3.9%
Mutual of America Clear Passage 2020 Fund	—	—	—	$622K	3.7%
Mutual of America Clear Passage 2055 Fund	—	—	—	$564K	3.4%
Dodge & Cox Stock Fund	—	—	—	$467K	2.8%
FIXED INVESTMENT INSURANCE CONTRACTS * VALIC Fixed Account Plus	—	—	—	$372K	2.2%
Mutual of America Equity Index Fund	—	—	—	$347K	2.1%
BlackRock Mid-Cap Growth Equity K	—	—	—	$263K	1.6%
VALIC Global Strategy Fund ** 18 * VALIC Goldman Sachs VIT Government Money Market	—	—	—	$255K	1.5%
T. Rowe Price Blue Chip Growth I	—	—	—	$229K	1.4%
VALIC Science & Technology Fund	—	—	—	$182K	1.1%
Principal Life Insurance Company Fixed Income Guaranteed Option	—	—	—	$169K	1.0%
VALIC Government Securities Fund ** 461 * VALIC Growth Fund	—	—	—	$163K	1.0%
Mutual of America Clear Passage 2015 Fund	—	—	—	$140K	0.8%
Vanguard Treasury Money Market Investor	—	—	—	$139K	0.8%
Vanguard Real Estate Index Admiral ** 58 * VALIC Vanguard Windsor II Fund	—	—	—	$136K	0.8%
Mutual of America Small Cap Equity Index Fund	—	—	—	$121K	0.7%
VALIC Vanguard Lifestrategy Growth Fund	—	—	—	$113K	0.7%
Mutual of America Mid Cap Equity Index Fund	—	—	—	$80K	0.5%
VALIC Mid Cap Index Fund	—	—	—	$67K	0.4%
VALIC Large Capital Growth Fund	—	—	—	$59K	0.4%
Mutual of America Retirement Income Fund	—	—	—	$58K	0.3%
VALIC Vanguard Wellington Fund Inc.	—	—	—	$57K	0.3%
Vanguard Total Bond Market Index Adm	—	—	—	$56K	0.3%
VALIC Small Cap Growth Fund ** 410 * VALIC Small Cap Index Fund	—	—	—	$51K	0.3%
Victory RS Small Cap Growth R6	—	—	—	$48K	0.3%
Mutual of America Clear Passage 2065 Fund	—	—	—	$44K	0.3%
ANNUITY INVESTMENT ACCOUNTS * VALIC Aggressive Growth Lifestyle Fund ** 980 * VALIC Ariel Appreciation Fund	—	—	—	$41K	0.2%
VALIC Moderate Growth Lifestyle Fund	—	—	—	$40K	0.2%
VALIC Inflation Protected Fund ** 12 * VALIC International Equities Index Fund	—	—	—	$35K	0.2%
VALIC Ariel Fund	—	—	—	$33K	0.2%
MFS Mid Cap Value R6	—	—	—	$32K	0.2%
Mutual of America Clear Passage 2060 Fund	—	—	—	$31K	0.2%
VALIC Emerging Economies Fund	—	—	—	$30K	0.2%
Calvert Bond R6	—	—	—	$24K	0.1%
VALIC NASDAQ-100(R) Index Fund	—	—	—	$24K	0.1%
VALIC Vanguard Lifestrategy Conservative Fund	—	—	—	$22K	0.1%
VALIC Socially Responsible Fund	—	—	—	$21K	0.1%
VALIC Vanguard Long-Term Investment Grade Fund	—	—	—	$20K	0.1%
VALIC High Yield Bond Fund	—	—	—	$18K	0.1%
VALIC International Government Bond Fund ** 10 * VALIC International Growth Fund	—	—	—	$17K	<0.1%
Calvert International Responsible Idx R6	—	—	—	$16K	<0.1%
VALIC Vanguard Long-Term Treasury Fund	—	—	—	$15K	<0.1%
VALIC Systematic Growth Fund	—	—	—	$15K	<0.1%
VALIC VC I Capital Appreciation	—	—	—	$13K	<0.1%
VALIC Systematic Core Fund	—	—	—	$13K	<0.1%
VALIC Mid Cap Strategic Growth Fund	—	—	—	$11K	<0.1%
VALIC Small Cap Special Value Fund	—	—	—	$7K	<0.1%
VALIC Systematic Value	—	—	—	$6K	<0.1%
Delaware Small Cap Value R6	—	—	—	$5K	<0.1%
VALIC International Opportunities Fund	—	—	—	$5K	<0.1%
VALIC International Value Fund	—	—	—	$5K	<0.1%
VALIC Vanguard Lifestrategy Moderate Fund	—	—	—	$5K	<0.1%
VALIC Dividend Value	—	—	—	$4K	<0.1%
VALIC Core Bond Fund	—	—	—	$3K	<0.1%
VALIC Short Term Fixed Account	—	—	—	$1K	<0.1%