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Original filing (PDF)20251013181717NAL0002574112001
COMMUNITY INTEGRATED WORK PROGRAM, INC.
Form 5500
FILING_RECEIVED
COMMUNITY INTEGRATED WORK PROGRAM, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
51% in single holding
Active participants
196
Accounts w/ balance
224
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
34 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
Knocking points off
- Top holding "JOHN HANCOCK AGGRESSIVE LS" is 51% of plan.
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 COMMUNITY INTEGRATED WORK PROGRAM, INC..
Plan sponsor
Name
COMMUNITY INTEGRATED WORK PROGRAM, INC.
EIN
77-0150999
Address
2538 NE DIVISION ST · BEND, OR · 97703
Phone
(925) 776-1040
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DRITSAS GROOM MCCORMICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS. CO. | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $2K | — |
Investments
4 direct securities · 34 pooled funds· $8.7M(98% 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.
Pooled Separate Account
$8.1M
34 holdings
Uncategorized
$557K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $4.3M | 48.9% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $647K | 7.3% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $492K | 5.6% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $249K | 2.8% | |
| Mass Mutual; Met Life Ins Life Insurance Policies [2] | — | — | — | $244K | 2.8% | |
| JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $217K | 2.5% | |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $216K | 2.5% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $196K | 2.2% | |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $185K | 2.1% | |
| JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $178K | 2.0% | |
| Participant Loans Interest Rates 4.25%-9.5% | — | — | — | $177K | 2.0% | |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $168K | 1.9% | |
| JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $158K | 1.8% | |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $153K | 1.7% | |
| JOHN HANCOCK CONSERVATIVE LS | — | — | — | $131K | 1.5% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $131K | 1.5% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $128K | 1.5% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $90K | 1.0% | |
| AF GROWTH FUND OF AMERICA JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $85K | 1.0% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $78K | 0.9% | |
| JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $73K | 0.8% | |
| VANGUARD ENERGY FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $61K | 0.7% | |
| JH MULTIMANAGER 2010 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $50K | 0.6% | |
| FRANKLIN MUTUAL BEACON FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $47K | 0.5% | |
| JH MULTIMANAGER 2065 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $46K | 0.5% | |
| TRP HEALTH SCI JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $30K | 0.3% | |
| JPMORGAN US EQUITY FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $28K | 0.3% | |
| MFS UTILITIES FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $28K | 0.3% | |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $16K | 0.2% | |
| MONEY MARKET FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $14K | 0.2% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $8K | <0.1% | |
| DFA EMERGNG MARKETS VALUE JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $5K | <0.1% | |
| JH MID CAP GROWTH JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $4K | <0.1% | |
| JOHN HANCOCK CASH | — | — | — | $4K | <0.1% | |
| SMALL CAP STOCK FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $3K | <0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| SMALL CAP VALUE FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1K | <0.1% |