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Original filing (PDF)20251001090433NAL0020744802001
C.C. YOUNG MEMORIAL HOME
Form 5500
FILING_RECEIVED
C.C. YOUNG RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
630
Accounts w/ balance
181
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
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 (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
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C.C. YOUNG MEMORIAL HOME.
Plan sponsor
Name
C.C. YOUNG MEMORIAL HOME
EIN
75-0800694
Address
4847 W. LAWTHER DR. · SUITE 100 · DALLAS, TX · 75214
Phone
(214) 827-8080
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
2025-10-01
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
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $900 | — |
Other
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Trust Company Prin Lifetime 2025 R3 Fund | — | — | — | $937K | 19.2% | |
| Principal Trust Company Prin Lifetime 2035 R3 Fund | — | — | — | $883K | 18.1% | |
| Principal Trust Company Prin Lifetime 2020 R3 Fund | — | — | — | $501K | 10.3% | |
| Principal Trust Company Prin Lifetime 2030 R3 Fund | — | — | — | $449K | 9.2% | |
| Principal Trust Company Prin Lifetime 2055 R3 Fund | — | — | — | $423K | 8.7% | |
| Principal Trust Company Prin Lifetime 2050 R3 Fund | — | — | — | $377K | 7.7% | |
| Principal Trust Company Prin Lifetime 2045 R3 Fund | — | — | — | $271K | 5.6% | |
| Principal Trust Company Prin Lifetime 2040 R3 Fund | — | — | — | $246K | 5.0% | |
| Principal Trust Company Principal Capital APP R3 Fund | — | — | — | $156K | 3.2% | |
| Principal Trust Company Prin Largecap S&P 500 IDX R3 Fund | — | — | — | $121K | 2.5% | |
| Principal Trust Company Prin Largecap Growth I R3 Fund | — | — | — | $115K | 2.4% | |
| Principal Trust Company Principal Midcap Value Fund I | — | — | — | $88K | 1.8% | |
| Principal Trust Company Prin Lifetime 2060 R3 Fund | — | — | — | $65K | 1.3% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | — | — | — | $56K | 1.1% | |
| Principal Trust Company Prin SmallCap Growth I R3 Fund | — | — | — | $34K | 0.7% | |
| Principal Trust Company Prin Lifetime 2064 R3 Fund | — | — | — | $26K | 0.5% | |
| Principal Trust Company Prin Smcap S&P 600 Idx R3 Fund | — | — | — | $22K | 0.4% | |
| Edge Asset Management Edge Income R3 Fund - Equity | — | — | — | $16K | 0.3% | |
| Principal Trust Company Principal Core Fix Inc R3 Fd | — | — | — | $16K | 0.3% | |
| Principal Trust Company Principal Div Intl R3 Fund | — | — | — | $12K | 0.3% | |
| Principal Trust Company Principal Investors Fund Inc | — | — | — | $11K | 0.2% | |
| Principal Trust Company PRIN International Equity IDX R3 FD | — | — | — | $9K | 0.2% | |
| Principal Trust Company Prin Midcap S&P 400 Idx R3 Fd | — | — | — | $8K | 0.2% | |
| Principal Trust Company Prin Real Estate Secs R3 Fund | — | — | — | $6K | 0.1% | |
| Principal Trust Company Principal Bond Mkt Index R3 Fd | — | — | — | $2K | <0.1% | |
| Principal Trust Company Prin SmallCap Value II R3 Fd | — | — | — | $1K | <0.1% | |
| Principal Trust Company Prin Intl Emerg Mkts R3 Fund | — | — | — | $1K | <0.1% |
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