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Original filing (PDF)20251006130605NAL0009327266001
INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC
Form 5500
FILING_RECEIVED
INTERMOUNTAIN CENTERS 401(K) PLAN
401(k) retirement plan
Signals · 2
~90 bps in Sched C feesNo recordkeeper disclosed
Active participants
843
Accounts w/ balance
1,177
Plan assets (EOY)
$18.3M
Net assets (EOY)
$18.2M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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
- 90 bps in Schedule C fees — 211% 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 INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC.
Plan sponsor
Name
INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC
EIN
85-0254535
Address
401 N. BONITA AVE · TUCSON, AZ · 85745
Phone
(520) 349-6274
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
2025-10-06
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LUDWIG KLEWER & RUDNER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $116K | — |
| WELLSPRING FINANCIAL PARTNERS | — | TUCSON, AZ | NONE | $49K | — |
Investments
31 direct securities · 1 pooled fund· $18.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$17.3M
31 holdings
Common Collective Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.1M | 11.7% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.6M | 8.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.6M | 8.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.4M | 7.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.4M | 7.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.4M | 7.4% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.0M | 5.6% | |
| GALLIARD STABLE RETURN FUND C GALLIARD CAPITAL MNGT · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.0M | 5.5% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $1.0M | 5.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $994K | 5.4% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $599K | 3.3% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $545K | 3.0% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $525K | 2.9% | |
| Vanguard Total World Stock Index Adm Vanguard 0 | — | — | — | $482K | 2.6% | |
| Vanguard LifeStrategy Growth Inv Vanguard 0 | — | — | — | $463K | 2.5% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $353K | 1.9% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $286K | 1.6% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $258K | 1.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $257K | 1.4% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $255K | 1.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $186K | 1.0% | |
| Vanguard LifeStrategy Moderate Gr Inv Vanguard 0 | — | — | — | $136K | 0.7% | |
| Vanguard LifeStrategy Income Inv Vanguard 0 619 Vanguard LifeStrategy Consv Growth Inv Vanguard 0 | — | — | — | $101K | 0.6% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $97K | 0.5% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $71K | 0.4% | |
| DFA Emerging Markets Core Eqty 2 Port DFA 0 | — | — | — | $49K | 0.3% | |
| DFA International Core Eqty 2 Port DFA 0 | — | — | — | $32K | 0.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $20K | 0.1% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $14K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $11K | <0.1% | |
| DFA Five Year Global Fixed Income Port I DFA 0 | — | — | — | $9K | <0.1% | |
| DFA U.S. Core Equity II Fund Instl DFA 0 | — | — | — | $2K | <0.1% |
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