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Original filing (PDF)20251014143229NAL0004250256001
THE CEDARS OF CHAPEL HILL CLUB INC.
Form 5500
FILING_RECEIVED
THE CEDARS OF CHAPEL HILL CLUB INC. EMPLOYEES 401K PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed13 service providers
Active participants
165
Accounts w/ balance
202
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
1 pooled trust
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CEDARS OF CHAPEL HILL CLUB INC..
Plan sponsor
Name
THE CEDARS OF CHAPEL HILL CLUB INC.
EIN
56-2161782
Address
100 CEDAR CLUB CIRCLE · CHAPEL HILL, NC · 27517
Phone
(919) 537-0123
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
MELISSA G. CRITCHER, CPA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC | 52-1309931 | — | NONE | $19K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $0 | — |
| AMERICAN BEACON FUNDS | 75-2401150 | — | NONE | $0 | — |
| METROPOLITAN WEST FUNDS | 95-4597302 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| OPPENHEIMER FUNDS | 13-2527171 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| WELLS FARGO FUNDS TRUST | 41-0449260 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| HARTFORD MUTUAL FUNDS | 13-3317783 | — | NONE | $0 | — |
| COHEN & STEERS FUNDS | 14-1904657 | — | NONE | $0 | — |
Investments
36 direct securities · 1 pooled fund· $5.6M(100% of reported assets)
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.
Uncategorized
$4.7M
36 holdings
Common Collective Trust
$868K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE STABLE VALUE T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $868K | 17.1% | |
| T. Rowe Price T. Rowe Price Gov Money Fund | — | — | — | $732K | 14.4% | |
| Vanguard 5 | — | — | — | $628K | 12.4% | |
| JP Morgan JP Morgan L | — | — | — | $376K | 7.4% | |
| T. Rowe Price JPMORGAN L | — | — | — | $376K | 7.4% | |
| T. Rowe Price T. Rowe Price Retirement 2035 | — | — | — | $258K | 5.1% | |
| T. Rowe Price T. Rowe Price Retirement 2045 | — | — | — | $255K | 5.0% | |
| T. Rowe Price T. Rowe Price Retirement 2040 | — | — | — | $213K | 4.2% | |
| T. Rowe Price JPMORGAN E | — | — | — | $199K | 3.9% | |
| JP Morgan JP Morgan E | — | — | — | $180K | 3.5% | |
| T. Rowe Price T. Rowe Price Retirement 2030 | — | — | — | $173K | 3.4% | |
| Met West Met West T | — | — | — | $125K | 2.5% | |
| T. Rowe Price TCW MTWST | — | — | — | $125K | 2.5% | |
| Fidelity S | — | — | — | $115K | 2.3% | |
| T. Rowe Price VANGUARD S | — | — | — | $115K | 2.3% | |
| T. Rowe Price RETIRE2050 | — | — | — | $103K | 2.0% | |
| Fidelity Adv In | — | — | — | $99K | 2.0% | |
| T. Rowe Price T. Rowe Price Retirement 2025 | — | — | — | $88K | 1.7% | |
| T. Rowe Price JPMORGAN M | — | — | — | $66K | 1.3% | |
| JP Morgan JP Morgan M | — | — | — | $66K | 1.3% | |
| PIMCO Intl | — | — | — | $54K | 1.1% | |
| Vanguard M | — | — | — | $52K | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement 2020 | — | — | — | $44K | 0.9% | |
| T. Rowe Price AB INTERNA | — | — | — | $40K | 0.8% | |
| AB International AB International | — | — | — | $40K | 0.8% | |
| T. Rowe Price ALLSPRING | — | — | — | $36K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2060 | — | — | — | $35K | 0.7% | |
| Cohstrs RL Cohstrs RL | — | — | — | $28K | 0.5% | |
| T. Rowe Price VANGUARD T | — | — | — | $27K | 0.5% | |
| Party-in-interest lessor or similar party rate of interest, collateral, par or maturity value Allspring | — | — | — | $25K | 0.5% | |
| JP Morgan JP Morgan E | — | — | — | $19K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2015 | — | — | — | $15K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2055 | — | — | — | $11K | 0.2% | |
| Allspring | — | — | — | $10K | 0.2% | |
| Fidelity Intl I | — | — | — | $10K | 0.2% | |
| T. Rowe Price T. Towe Price Retirement 2065 | — | — | — | $3K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2005 | — | — | — | $3K | <0.1% |