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Original filing (PDF)20250407140941NAL0018529585001
ST. FRANCIS AREA DEVELOPMENTAL CENTER
Form 5500
FILING_RECEIVED
ST. FRANCIS AREA DEVELOPMENTAL CENTER EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Active participants
140
Accounts w/ balance
290
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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 ST. FRANCIS AREA DEVELOPMENTAL CENTER.
Plan sponsor
Name
ST. FRANCIS AREA DEVELOPMENTAL CENTER
EIN
71-0445226
Address
P.O. BOX 1857 · FORREST CITY, AR · 723361857
Phone
(870) 633-5270
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-07
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
LITTLE, SHANEYFELT & MARSHALL & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | 82-4555284 | — | RECORDKEEPER | $6K | — |
Investments
1 pooled fund· $1.0M(64% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT 5 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 27-2892241 / PN 004 | Pooled Separate Account | $1.0M | 64.2% |
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