Back to filter
Original filing (PDF)20251015123145NAL0002294643001
CHRIST COMMUNITY HEALTH SERVICES
Form 5500
FILING_RECEIVED
CHRIST COMMUNITY HEALTH SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
434
Accounts w/ balance
253
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Participation health
80
Knocking points off
- 58% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHRIST COMMUNITY HEALTH SERVICES.
Plan sponsor
Name
CHRIST COMMUNITY HEALTH SERVICES
EIN
62-1583270
Address
2670 UNION AVENUE · SUITE 1000 · MEMPHIS, TN · 38112
Phone
(901) 260-8552
Industry
Offices of Physicians· 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANN CO | 71-0294708 | HARTFORD, CT | RECORD KEEPER | $14K | — |
| VOYA RETIREMENT INS AND ANN CO | 71-0294708 | HARTFORD, CT | RECORD KEEPER | — | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNCAN WILLIAMS ASSET MGMT | 47-3030907 | MEMPHIS, TN | RIA | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURLEIGH CONSULTING GROUP | 62-0842964 | MEMPHIS, TN | THIRD PARTY ADMINISTRATO | $23K | — |
Investments
24 direct securities · 1 pooled fund· $16.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$8.4M
24 holdings
Pooled Separate Account
$8.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP VOYA RET & INS CO SEP ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.2M | 97.4% | |
| MyCompass American Funds 2045 Fund R Pooled Separate Accounts | — | — | — | $1.2M | 14.7% | |
| MyCompass American Funds 2040 Fund R Pooled Separate Accounts | — | — | — | $1.0M | 12.3% | |
| MyCompass American Funds 2050 Fund R Pooled Separate Accounts | — | — | — | $939K | 11.2% | |
| MyCompass American Funds 2055 Fund R Pooled Separate Accounts | — | — | — | $663K | 7.9% | |
| Vanguard 500 Index Fund Adm Pooled Separate Accounts | — | — | — | $660K | 7.8% | |
| MyCompass American Funds 2030 Fund R Pooled Separate Accounts | — | — | — | $587K | 7.0% | |
| MyCompass American Funds 2025 Fund R Pooled Separate Accounts | — | — | — | $586K | 7.0% | |
| MyCompass American Funds 2035 Fund R Pooled Separate Accounts | — | — | — | $549K | 6.5% | |
| American Funds EuroPacific Grw R6 Pooled Separate Accounts | — | — | — | $485K | 5.8% | |
| MyCompass American Funds 2060 Fund R Pooled Separate Accounts | — | — | — | $356K | 4.2% | |
| MyCompass American Funds 2020 Fund R Pooled Separate Accounts | — | — | — | $331K | 3.9% | |
| Vanguard Small-Cap Index Fund Adm Pooled Separate Accounts | — | — | — | $256K | 3.0% | |
| Notes receivable from participants ranging 2025 through 2029 -0- | — | — | — | $215K | 2.6% | |
| JPMorgan Lrg Cp Growth Fnd R6 Pooled Separate Accounts | — | — | — | $143K | 1.7% | |
| Vanguard Mid-Cap Index Fund Adm Pooled Separate Accounts | — | — | — | $107K | 1.3% | |
| American Funds Bond Fnd Amer R6 Pooled Separate Accounts | — | — | — | $107K | 1.3% | |
| JPMorgan Lrg Cp Value Fnd R6 Pooled Separate Accounts | — | — | — | $56K | 0.7% | |
| American Funds Infl Linked Bd Fd R6 Pooled Separate Accounts | — | — | — | $38K | 0.5% | |
| MyCompass American Funds 2065 Fund R Pooled Separate Accounts | — | — | — | $26K | 0.3% | |
| MyCompass American Funds 2010 R Pooled Separate Accounts | — | — | — | $17K | 0.2% | |
| MyCompass American Funds 2015 Fund R Pooled Separate Accounts | — | — | — | $10K | 0.1% | |
| Voya Gov Money Mkt Fnd A Pooled Separate Accounts | — | — | — | $5K | <0.1% | |
| Dodge & Cox Income Fund X Pooled Separate Accounts | — | — | — | $4K | <0.1% | |
| Guaranteed Investment * Voya Fixed Account Contract | — | — | — | $1K | <0.1% |