How big is North Metro Community Services Inc.'s plan?

North Metro Community Services Inc.'s plan reported $11.0M in assets and 351 participants for 2023.

Original filing (PDF)20250402153604NAL0005458051001

North Metro Community Services Inc.

Name: North Metro Community Services Inc. — North Metro, Form 5500 (2023)
Creator: North Metro Community Services Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

North Metro Community Services Inc. 401(k) Plan

401(k) retirement plan · North Metro Community Services Inc.'s North Metro Community Services Inc. 401(k) Plan held $11.0M in plan assets for 351 participants in 2023, with OneAmerica as recordkeeper.

Active participants

351

Accounts w/ balance

312

Plan assets (EOY)

$11.0M

Net assets (EOY)

$11.0M

People on this filing

Jennifer Oshea signed North Metro Community Services Inc.'s 2023 Form 5500 as plan administrator.

Jennifer Oshea — 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

North Metro Community Services Inc.'s EIN is 84-0534757.

EIN 84-0534757

Plan number 001

Plan year 2023

ACK ID 20250402153604NAL0005458051001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for North Metro Community Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

North Metro Community Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

44 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

NORTH METRO COMMUNITY SERVICES INC.

EIN

all filings

Address

1001 W 124TH AVE · WESTMINSTER, CO · 80234

Phone

(303) 255-6506

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

JDS PROFESSIONAL GROUP

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$2K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RT JONES CAPITAL EQUITIES MGMT INC	20-1090152	—	NONE	$5K	—

Investments

44 direct securities · 1 pooled fund· $21.4M(100% 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

$10.4M

1 holding

Common Collective Trusts

$6.8M

14 holdings

Other securities

$2.4M

16 holdings

Mutual Funds

$1.2M

12 holdings

Stable Value

$558K

1 holding

Common Stocks

$53K

1 holding

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$10.4M	94.3%
NUVEEN LIFECYCLE IDX 2030 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$1.2M	10.4%
NUVEEN LIFECYCLE IDX 2045 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$1.1M	10.0%
NUVEEN LIFECYCLE IDX 2040 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$1.1M	9.9%
NUVEEN LIFECYCLE IDX 2025 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$806K	7.3%
NUVEEN LIFECYCLE IDX 2035 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$716K	6.5%
NUVEEN LIFECYCLE IDX 2050 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$681K	6.2%
ALGER CAP APP PORTFOLIO I-2 MUTUAL FUND SHARES 0	Other securities	—	—	$622K	5.6%
AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0	Stable Value	—	—	$558K	5.1%
GOLDMAN SACHS GOLDMANSACHS LRG CP GR INS INV MUTUAL FUND SHARES 0	Other securities	—	—	$407K	3.7%
JANUS HENDERSON JAN HEN VIT BALANCED SVC MUTUAL FUND SHARES 0	Mutual Funds	—	—	$399K	3.6%
NUVEEN LIFECYCLE IDX 2055 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$333K	3.0%
NUVEEN LIFECYCLE IDX 2020 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$290K	2.6%
NUVEEN LIFECYCLE IDX INC RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$256K	2.3%
COLUMBIA SELIG TECH & INFO I MUTUAL FUND SHARES 0	Other securities	—	—	$242K	2.2%
STATE STREET GLOBAL STATE ST S&P 500 INDX CL F MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$205K	1.9%
COLUMBIA SMCAP INDX A MUTUAL FUND SHARES 0	Other securities	—	—	$195K	1.8%
INVESCO SMCAP GRTH A MUTUAL FUND SHARES 0	Mutual Funds	—	—	$163K	1.5%
MFS MID CAP VALUE R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$141K	1.3%
GOLDMAN SACHS GOLDMANSACHS MIDCAP GRTH INV MUTUAL FUND SHARES 0	Other securities	—	—	$135K	1.2%
NUVEEN LIFECYCLE IDX 2060 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$133K	1.2%
GOLDMAN SACHS GOLDMANSACHS SMCAPVAL INST MUTUAL FUND SHARES 0	Other securities	—	—	$119K	1.1%
PRUDENTIAL PGIM HIGH-YIELD Z MUTUAL FUND SHARES 0	Other securities	—	—	$113K	1.0%
BLACKROCK MID-CAP GRO EQUITY I MUTUAL FUND SHARES 0	Other securities	—	—	$110K	1.0%
DREYFUS BNY NATURAL RES I MUTUAL FUND SHARES 0	Mutual Funds	—	—	$97K	0.9%
VIRTUS CEREDEX LCV EQTY I MUTUAL FUND SHARES 0	Other securities	—	—	$89K	0.8%
JANUS HENDERSON JAN HEN FLEX BOND PORT INSTL MUTUAL FUND SHARES 0	Mutual Funds	—	—	$86K	0.8%
MFS MIDCAP GRTH A MUTUAL FUND SHARES 0	Mutual Funds	—	—	$85K	0.8%
PIONEER BOND Y MUTUAL FUND SHARES 0	Other securities	—	—	$85K	0.8%
THORNBURG INTL EQ R5 MUTUAL FUND SHARES 0	Other securities	—	—	$75K	0.7%
AMERICAN FUNDS AMERFDS WASHINGTON MUTUAL R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$61K	0.6%
THORNBURG LTD-TERM INC R5 MUTUAL FUND SHARES 0	Common Stocks	—	—	$53K	0.5%
DEUTSCHE DWS REAL ESTATE SECS S MUTUAL FUND SHARES 0	Other securities	—	—	$48K	0.4%
FEDERATED FED HERM MDT SM CAP CORE IS MUTUAL FUND SHARES 0	Other securities	—	—	$47K	0.4%
NUVEEN LIFECYCLE IDX 2065 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$37K	0.3%
AMERICAN FUNDS AMERFDS FDAMENTAL INVS R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$33K	0.3%
PARNASSUS MIDCAP NL MUTUAL FUND SHARES 0	Other securities	—	—	$33K	0.3%
INVESCO DEVELOPING MKTS A MUTUAL FUND SHARES 0	Mutual Funds	—	—	$31K	0.3%
COLUMBIA MIDCAP INDX A MUTUAL FUND SHARES 0	Other securities	—	—	$29K	0.3%
AMERICAN FUNDS AMERFDS EUROPAC GRTH R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$28K	0.3%
PIMCO REAL RETURN ADM MUTUAL FUND SHARES 0	Mutual Funds	—	—	$25K	0.2%
NUVEEN LIFECYCLE IDX 2015 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$21K	0.2%
BLACKROCK GLOBAL ALLOC I MUTUAL FUND SHARES 0	Other securities	—	—	$16K	0.1%
LORD ABBETT LORD ABBETT INTL OPP R5 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$11K	0.1%
NUVEEN LIFECYCLE IDX 2010 RET MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$2K	<0.1%