How big is Community Residences, Inc.'s plan?

Community Residences, Inc.'s plan reported $16.7M in assets and 447 participants for 2024.

Original filing (PDF)20251008100700NAL0003185203001

Community Residences, Inc.

Name: Community Residences, Inc. — Community Residences, Form 5500 (2024)
Creator: Community Residences, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Community Residences Retirement Plan

403(b) retirement plan · Community Residences, Inc.'s Community Residences Retirement Plan held $16.7M in plan assets for 447 participants in 2024, with Mutual of America as recordkeeper.

Active participants

447

Accounts w/ balance

299

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

People on this filing

Rachel Griffith signed Community Residences, Inc.'s 2024 Form 5500 as plan administrator.

Rachel Griffith — 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

Community Residences, Inc.'s EIN is 54-1004092.

EIN 54-1004092

Plan number 003

Plan year 2024

ACK ID 20251008100700NAL0003185203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Community Residences, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Community Residences, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY RESIDENCES, INC..

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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

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).
Bottom-decile employer contributions per participant (7th percentile).

Plan sponsor

Name

COMMUNITY RESIDENCES, INC.

EIN

all filings

Address

14160 NEWBROOK DRIVE · CHANTILLY, VA · 20151

Phone

(703) 842-2391

Industry

Health Care & Social Assistance

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)

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)

Other securities

$11.6M

36 holdings

Mutual Funds

$2.6M

12 holdings

Common Collective Trusts

$1.4M

9 holdings

Bonds / Notes

$655K

1 holding

Cash / Money Market

$255K

1 holding

Common Stocks

$169K

1 holding

U.S. Treasuries

$41K

2 holdings

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