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Original filing (PDF)20231010112026NAL0056661730001
S.P.J.S.T. REST HOME
Form 5500
FILING_RECEIVED
S.P.J.S.T. REST HOME 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~182 bps in Sched C fees
Active participants
177
Accounts w/ balance
117
Plan assets (EOY)
$727K
Net assets (EOY)
$727K
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)
92
/ 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
80
Knocking points off
- 66% balance-to-active ratio — below typical for a healthy 401(k).
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 S.P.J.S.T. REST HOME.
Plan sponsor
Name
S.P.J.S.T. REST HOME
EIN
74-1304505
Address
1810 OLD GRANGER ROAD · TAYLOR, TX · 76574
Phone
(512) 352-6337
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-10
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)
Audit & trust (Schedule H)
Auditor
M&K CPAS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTRIC ADVISORS LLC | 81-0708444 | — | ADVISOR | $6K | — |
Investments
1 pooled fund· $51K(7% 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 |
|---|---|---|---|
| METLIFE GAC 25554-FEE CLASS J WILMINGTON TRUST · EIN 26-0142858 / PN 004 | Common Collective Trust | $51K | 7.0% |
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