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Original filing (PDF)20251112153108NAL0000096947001
TRI-AREA COMMUNITY HEALTH
Form 5500
FILING_RECEIVED
TRI-AREA COMMUNITY HEALTH 401(K) SAFE HARBOR PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
19 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRI-AREA COMMUNITY HEALTH.
Plan sponsor
Name
TRI-AREA COMMUNITY HEALTH
EIN
54-1112330
Address
14168 DANVILLE PIKE · LAUREL FORK, VA · 24352
Phone
(276) 398-1214
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-01-21
Filed
2025-11-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BROWN, EDWARDS & COMPANY, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $8K | — |
Investments
19 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $0 | — |
| PRIN SMCAP S&P 600 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $0 | — |
| PRIN MIDCAP 400 S&P INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2020 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2030 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2040 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2050 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME STRAT INC SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | $0 | — |
| PRIN SAM BALANCED SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | $0 | — |
| PRIN SAM CONS BALANCED SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | $0 | — |
| PRIN SAM STRAT GROWTH SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2025 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2035 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2045 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2055 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | $0 | — |
| PRIN INTL EQUITY INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2060 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | $0 | — |
| PRIN LIFETIME 2065 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | $0 | — |
| PRIN SAM CONS GROWTH SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | $0 | — |