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Original filing (PDF)20250415082017NAL0003096161001
COMMUNITY WORKFORCE SOLUTIONS, INC.
Form 5500-SF
FILING_RECEIVED
COMMUNITY WORKFORCE SOLUTIONS, INC. 403(B) PLAN
403(b) retirement plan
Active participants
115
Accounts w/ balance
104
Plan assets (EOY)
$660K
Net assets (EOY)
$660K
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
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 COMMUNITY WORKFORCE SOLUTIONS, INC..
Plan sponsor
Name
COMMUNITY WORKFORCE SOLUTIONS, INC.
EIN
56-0818985
Address
1011 SCHAUB DRIVE, SUITE 200 · RALEIGH, NC · 27606
Phone
(919) 231-3325
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.