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Original filing (PDF)20250715135940NAL0002177073001
DEERFIELD EPISCOPAL RETIREMENT COMMUNITY, INC.
Form 5500
FILING_RECEIVED
DEERFIELD EPISCOPAL RETIREMENT COMM. INC. 403(B) P
403(b) retirement plan
Active participants
359
Accounts w/ balance
273
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEERFIELD EPISCOPAL RETIREMENT COMMUNITY, INC..
Plan sponsor
Name
DEERFIELD EPISCOPAL RETIREMENT COMMUNITY, INC.
EIN
56-0614176
Address
1617 HENDERSONVILLE ROAD · ASHEVILLE, NC · 28803
Phone
(828) 274-1531
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER & INVESTMEN | $46K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, INC | 04-2746212 | SPRINGFIELD, MA | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN SOLUTIONS, INC | 56-1762637 | CARY, NC | CONTRACT ADMIN | $3K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.