How big is C.C. Young Memorial Home's plan?

C.C. Young Memorial Home's plan reported $4.9M in assets and 630 participants for 2024.

Original filing (PDF)20251001090433NAL0020744802001

C.C. Young Memorial Home

Name: C.C. Young Memorial Home — C.C. Young Retirement, Form 5500 (2024)
Creator: C.C. Young Memorial Home
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

C.C. Young Retirement Plan

403(b) retirement plan · C.C. Young Memorial Home's C.C. Young Retirement Plan held $4.9M in plan assets for 630 participants in 2024, with Principal as recordkeeper.

Signals · 3

Late participant contributions96% employer stockCorrective distributions issued

Active participants

630

Accounts w/ balance

181

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Russell Crews signed C.C. Young Memorial Home's 2024 Form 5500 as plan administrator.

Russell Crews — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

C.C. Young Memorial Home's EIN is 75-0800694.

EIN 75-0800694

Plan number 001

Plan year 2024

ACK ID 20251001090433NAL0020744802001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for C.C. Young Memorial Home from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

C.C. Young Memorial Home's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for C.C. YOUNG MEMORIAL HOME.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 136K (18% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Below-peer total plan cost (94th percentile).

Plan sponsor

Name

C.C. YOUNG MEMORIAL HOME

EIN

all filings

Address

4847 W. LAWTHER DR. · SUITE 100 · DALLAS, TX · 75214

Phone

(214) 827-8080

Industry

Health Care & Social Assistance

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

2025-10-01

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$900	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GENEOS WEALTH MANAGEMENT INC	02-0580939	—	OTHER SERVICES	$0	—

Investments

27 direct securities· $4.9M(99% of reported assets)

Common Stocks

$4.7M

22 holdings

Common Collective Trusts

$161K

4 holdings

Other securities

$16K

1 holding

					% of plan
Principal Trust Company Prin Lifetime 2025 R3 Fund	Common Stocks	—	—	$937K	19.2%
Principal Trust Company Prin Lifetime 2035 R3 Fund	Common Stocks	—	—	$883K	18.1%
Principal Trust Company Prin Lifetime 2020 R3 Fund	Common Stocks	—	—	$501K	10.3%
Principal Trust Company Prin Lifetime 2030 R3 Fund	Common Stocks	—	—	$449K	9.2%
Principal Trust Company Prin Lifetime 2055 R3 Fund	Common Stocks	—	—	$423K	8.7%
Principal Trust Company Prin Lifetime 2050 R3 Fund	Common Stocks	—	—	$377K	7.7%
Principal Trust Company Prin Lifetime 2045 R3 Fund	Common Stocks	—	—	$271K	5.6%
Principal Trust Company Prin Lifetime 2040 R3 Fund	Common Stocks	—	—	$246K	5.0%
Principal Trust Company Principal Capital APP R3 Fund	Common Stocks	—	—	$156K	3.2%
Principal Trust Company Prin Largecap S&P 500 IDX R3 Fund	Common Collective Trusts	—	—	$121K	2.5%
Principal Trust Company Prin Largecap Growth I R3 Fund	Common Stocks	—	—	$115K	2.4%
Principal Trust Company Principal Midcap Value Fund I	Common Stocks	—	—	$88K	1.8%
Principal Trust Company Prin Lifetime 2060 R3 Fund	Common Stocks	—	—	$65K	1.3%
Principal Life Insurance Company Fixed Income Guaranteed Option	Common Stocks	—	—	$56K	1.1%
Principal Trust Company Prin SmallCap Growth I R3 Fund	Common Stocks	—	—	$34K	0.7%
Principal Trust Company Prin Lifetime 2064 R3 Fund	Common Stocks	—	—	$26K	0.5%
Principal Trust Company Prin Smcap S&P 600 Idx R3 Fund	Common Collective Trusts	—	—	$22K	0.4%
Edge Asset Management Edge Income R3 Fund - Equity	Other securities	—	—	$16K	0.3%
Principal Trust Company Principal Core Fix Inc R3 Fd	Common Stocks	—	—	$16K	0.3%
Principal Trust Company Principal Div Intl R3 Fund	Common Stocks	—	—	$12K	0.3%
Principal Trust Company Principal Investors Fund Inc	Common Stocks	—	—	$11K	0.2%
Principal Trust Company PRIN International Equity IDX R3 FD	Common Collective Trusts	—	—	$9K	0.2%
Principal Trust Company Prin Midcap S&P 400 Idx R3 Fd	Common Collective Trusts	—	—	$8K	0.2%
Principal Trust Company Prin Real Estate Secs R3 Fund	Common Stocks	—	—	$6K	0.1%
Principal Trust Company Principal Bond Mkt Index R3 Fd	Common Stocks	—	—	$2K	<0.1%
Principal Trust Company Prin SmallCap Value II R3 Fd	Common Stocks	—	—	$1K	<0.1%
Principal Trust Company Prin Intl Emerg Mkts R3 Fund	Common Stocks	—	—	$1K	<0.1%