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Original filing (PDF)20251003085836NAL0001199489001
WHITEMARSH CONTINUING CARE COMMUNITY
Form 5500
FILING_RECEIVED
THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 2
~81 bps in Sched C feesNo recordkeeper disclosed
Active participants
341
Accounts w/ balance
341
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 81 bps in Schedule C fees — 180% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITEMARSH CONTINUING CARE COMMUNITY.
Plan sponsor
Name
WHITEMARSH CONTINUING CARE COMMUNITY
EIN
83-0344521
Address
4000 FOX HOUND DRIVE · LAFAYETTE HILL, PA · 19444
Phone
(215) 402-8712
Industry
Other Services (ex. Public Admin)see 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
2025-10-03
Pension benefit codes
2F · ERISA section 404(c)
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMINISTRATIVE SERVIC | 16-1503696 | UTICA, NY | NONE | $53K | — |
| THE HAVERFORD TRUST COMPANY | — | RADNOR, PA | NONE | $44K | — |
Investments
22 direct securities· $11.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price New America Growth | — | — | — | $2.0M | 16.8% | |
| Vanguard Equity Income Admiral | — | — | — | $1.8M | 15.2% | |
| Dodge and Cox Dodge and Cox Income Fund | — | — | — | $1.1M | 9.3% | |
| Federated Institutional High Yield Bond 158 Fidelity Investments Fidelity 500 Index Institutional Prem | — | — | — | $994K | 8.4% | |
| Vanguard Developed Markets Index | — | — | — | $795K | 6.7% | |
| Vanguard Tax Man Small Cap | — | — | — | $701K | 5.9% | |
| Vanguard Mid-Cap Index Admiral | — | — | — | $628K | 5.3% | |
| Vanguard Emerging Markets Stock Index | — | — | — | $481K | 4.1% | |
| Blackrock Lifepath Index 2030 K | — | — | — | $450K | 3.8% | |
| Blackrock Lifepath Index Ret K | — | — | — | $419K | 3.5% | |
| Blackrock Lifepath Index 2035 K | — | — | — | $408K | 3.4% | |
| Blackrock Lifepath Index 2050 K | — | — | — | $366K | 3.1% | |
| Blackrock Lifepath Index 2055 K | — | — | — | $281K | 2.4% | |
| Vanguard GNMA Admiral | — | — | — | $280K | 2.4% | |
| Blackrock Lifepath Index 2040 K | — | — | — | $270K | 2.3% | |
| Vanguard Total Int'l Bond Index Adm | — | — | — | $230K | 1.9% | |
| Blackrock Lifepath Index 2060 K | — | — | — | $157K | 1.3% | |
| Federated Prime Obligations Federated Prime Obligations | — | — | — | $143K | 1.2% | |
| Vanguard Inflation-Protected Sec Adm | — | — | — | $122K | 1.0% | |
| Blackrock Lifepath Index 2045 K | — | — | — | $100K | 0.8% | |
| Blackrock Lifepath Index 2065 K | — | — | — | $72K | 0.6% | |
| Vanguard REIT Index Admiral | — | — | — | $31K | 0.3% |
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