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Original filing (PDF)20251015090627NAL0002060883001
COMMUNITY HOUSING PARTNERS CORPORATION
Form 5500
FILING_RECEIVED
CHP 403(B) EMPLOYEE RETIREMENT PLAN
403(b) retirement plan
Signals · 2
~77 bps in Sched C fees6 service providers
Active participants
423
Accounts w/ balance
668
Plan assets (EOY)
$19.7M
Net assets (EOY)
$19.7M
How this plan invests
This plan
31 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
- 77 bps in Schedule C fees — 165% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY HOUSING PARTNERS CORPORATION.
Plan sponsor
Name
COMMUNITY HOUSING PARTNERS CORPORATION
EIN
54-1023025
Address
448 DEPOT STREET, NE · CHRISTIANSBURG, VA · 24073
Phone
(540) 382-2002
Industry
Other Services (ex. Public Admin)see all
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $86K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $13K | — |
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK, NY | BROKER/ADVISOR | $0 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE LAMPO GROUP LLC DBA SMARTDOLLAR | — | FRANKLIN, TN | OTHER | $26K | — |
| PBMARES, LLP | — | NEWPORT NEWS, VA | CONTRACT ADMIM | $17K | — |
| ENVESTMENT RETIREMENT SOLUTIONS LLC | — | DENVER, CO | OTHER | $9K | — |
Investments
31 direct securities· $19.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Retirement 2030 Fund | — | — | — | $2.5M | 12.5% | |
| Vanguard Retirement 2035 Fund | — | — | — | $2.4M | 12.2% | |
| Fidelity 500 Index | — | — | — | $2.0M | 10.4% | |
| Vanguard Retirement 2040 Fund | — | — | — | $1.5M | 7.8% | |
| Vanguard Retirement 2045 Fund | — | — | — | $1.4M | 7.1% | |
| Vanguard Retirement 2050 Fund | — | — | — | $974K | 4.9% | |
| Vanguard Mid Cap Index Fund | — | — | — | $830K | 4.2% | |
| Franklin Growth Fund | — | — | — | $812K | 4.1% | |
| Vanguard Retirement 2055 Fund | — | — | — | $755K | 3.8% | |
| Alliance Bernstein Government Money Market I | — | — | — | $722K | 3.7% | |
| Vanguard Equity Income Fund | — | — | — | $719K | 3.6% | |
| Vanguard Developed Markets Index Admiral Fund | — | — | — | $712K | 3.6% | |
| Vanguard Retirement 2025 Fund | — | — | — | $618K | 3.1% | |
| Vanguard Small Cap Index Fund | — | — | — | $562K | 2.9% | |
| Vanguard Retirement 2020 Fund | — | — | — | $481K | 2.4% | |
| Nuveen Large Cap Responsible Equity R6 | — | — | — | $460K | 2.3% | |
| MFS Global Equity Fund | — | — | — | $393K | 2.0% | |
| Vanguard Retirement Target Retirement Income Inv | — | — | — | $363K | 1.8% | |
| Lord Abbett Short Duration Income Fund | — | — | — | $189K | 1.0% | |
| Vanguard Retirement 2060 Fund | — | — | — | $158K | 0.8% | |
| Dodge & Cox International Stock Fund | — | — | — | $145K | 0.7% | |
| Janus Henderson Triton N Fund | — | — | — | $143K | 0.7% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $143K | 0.7% | |
| Federated Hermes Total Return Bond R6 | — | — | — | $138K | 0.7% | |
| Vanguard Short Term U.S. Treasury Portfolio | — | — | — | $109K | 0.6% | |
| Deutsche Real Estate Securities Fund | — | — | — | $92K | 0.5% | |
| Vanguard Retirement 2065 Fund | — | — | — | $84K | 0.4% | |
| PGIM High Yield R6 | — | — | — | $82K | 0.4% | |
| JP Morgan Undiscovered Managers Behavioral Value R6 | — | — | — | $71K | 0.4% | |
| Hartford Mid Cap Value Fund | — | — | — | $68K | 0.3% | |
| Vanguard Retirement 2070 Fund | — | — | — | $7K | <0.1% |