Original filing (PDF)20250918161546NAL0002391522001

COMMUNITY SENIOR SERVICES, INC.

Name: COMMUNITY SENIOR SERVICES, INC. — THE AGING TRUE SENIOR SERVICES RETIREMENT PLAN, Form 5500 (2024)
Creator: COMMUNITY SENIOR SERVICES, INC.

Form 5500

FILING_RECEIVED

THE AGING TRUE SENIOR SERVICES RETIREMENT PLAN

401(k) retirement plan

Signals · 1

44% in single holding

Active participants

Accounts w/ balance

116

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

How this plan invests

This plan

10 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY SENIOR SERVICES, INC..

Plan sponsor

Name

COMMUNITY SENIOR SERVICES, INC.

EIN

59-6161532

Address

4250 LAKESIDE DRIVE, SUITE 300 · JACKSONVILLE, FL · 32210

Phone

(904) 807-1300

Industry

Other Services (ex. Public Admin)see 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

2025-09-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$10K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALLIANCE BERNSTEIN LP	—	NASHVILLE, TN	INVESTMENT ADVISOR	$9K	—

TPA / Administrator

Name	EIN	Location	Relation

Investments

10 direct securities· $3.3M(92% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
BlackRock LifePath Index Retirement K	—	—	—	$1.5M	40.2%
BlackRock LifePath Index 2030 K	—	—	—	$638K	17.7%
BlackRock LifePath Index 2045 K	—	—	—	$358K	9.9%
BlackRock LifePath Index 2055 K	—	—	—	$226K	6.3%

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