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Original filing (PDF)20251015220003NAL0003035987001
TOTAL COMMUNITY ACTION, INC.
Form 5500
FILING_RECEIVED
TOTAL COMMUNITY ACTION, INC. EE'S RETIREMENT PLAN & TRUST
Defined-contribution retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
276
Accounts w/ balance
540
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- Top holding "[DFE: GALLIARD STABLE RETURN FUND N (no filing on disk)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOTAL COMMUNITY ACTION, INC..
Plan sponsor
Name
TOTAL COMMUNITY ACTION, INC.
EIN
72-0599165
Address
1420 SOUTH JEFFERSON DAVIS PKW · NEW ORLEANS, LA · 70125
Phone
(504) 827-0334
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CASCIO & SCHMIDT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AT RETIREMENT SERVICES, LLC | 83-3455979 | — | N/A | $43K | — |
Investments
1 pooled fund· $2.5M(31% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN FUND N SEI TRUST COMPANY · EIN 26-0819763 / PN 000 | Common Collective Trust | — | — | $2.5M | 30.7% |
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