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Original filing (PDF)20250909090756NAL0012480787001
TOUCHSTONE COMMUNITIES 401K PLAN
Form 5500
FILING_RECEIVED
TOUCHSTONE COMMUNITIES 401K PLAN
401(k) retirement plan
Signals · 1
~111 bps in Sched C fees
Active participants
3,944
Accounts w/ balance
3,673
Plan assets (EOY)
$32.5M
Net assets (EOY)
$32.5M
How this plan invests
This plan
13 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 111 bps in Schedule C fees — 282% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOUCHSTONE COMMUNITIES 401K PLAN.
Plan sponsor
Name
TOUCHSTONE COMMUNITIES 401K PLAN
EIN
90-0282359
Address
250 W. NOTTINGHAM SUITE 200 · SAN ANTONIO, TX · 78209
Phone
(210) 828-5686
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
2025-09-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $268K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $73K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | — | NONE | $19K | — |
Investments
16 direct securities · 13 pooled funds· $32.5M(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.
Pooled Separate Account
$27.9M
12 holdings
Uncategorized
$4.5M
16 holdings
Common Collective Trust
$74K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DAY ONE 2035 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 682 | Pooled Separate Account | — | — | $6.1M | 18.7% | |
| DAY ONE 2030 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 681 | Pooled Separate Account | — | — | $4.6M | 14.0% | |
| DAY ONE 2040 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 683 | Pooled Separate Account | — | — | $4.0M | 12.3% | |
| DAY ONE 2045 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 684 | Pooled Separate Account | — | — | $3.8M | 11.7% | |
| DAY ONE 2050 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 685 | Pooled Separate Account | — | — | $3.1M | 9.6% | |
| DAY ONE 2025 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 680 | Pooled Separate Account | — | — | $2.2M | 6.8% | |
| DAY ONE 2055 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 686 | Pooled Separate Account | — | — | $1.7M | 5.2% | |
| Fidelity 500 Index Fund | — | — | — | $994K | 3.1% | |
| JPMorgan Growth Advantage Fund R6 | — | — | — | $834K | 2.6% | |
| DAY ONE 2060 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 803 | Pooled Separate Account | — | — | $832K | 2.6% | |
| DAY ONE 2020 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 679 | Pooled Separate Account | — | — | $830K | 2.6% | |
| Empower Annuity Insurance Company of America Unallocated insurance contract - Guaranteed Income Fund | — | — | — | $555K | 1.7% | |
| DAY ONE 2065 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 838 | Pooled Separate Account | — | — | $408K | 1.3% | |
| MFS International Diversification Fund R6 | — | — | — | $338K | 1.0% | |
| Pioneer Bond K | — | — | — | $305K | 0.9% | |
| DAY ONE 2015 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 678 | Pooled Separate Account | — | — | $276K | 0.8% | |
| Empower Trust Company American Funds American Balanced Fund | — | — | — | $261K | 0.8% | |
| Victory Syca Estb Val R6 | — | — | — | $250K | 0.8% | |
| Putnam Equity Income Fund | — | — | — | $218K | 0.7% | |
| Fidelity Mid Cap Index Fund | — | — | — | $196K | 0.6% | |
| PIMCO Income Fund Institutional Class | — | — | — | $189K | 0.6% | |
| DAY ONE INCOME FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 698 | Pooled Separate Account | — | — | $124K | 0.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $117K | 0.4% | |
| MFS Mid Cap Growth Fund | — | — | — | $93K | 0.3% | |
| Empower Trust Company Common/collective trust fund - Virtus KAR Small-Cap Growth Fund | — | — | — | $74K | 0.2% | |
| KAYNE ANDERSON RUDNICK SC SUST GR C SEI INVESTMENTS · EIN 82-1071429 / PN 000 | Common Collective Trust | — | — | $74K | 0.2% | |
| Wells Fargo Special Mid Cap Value | — | — | — | $43K | 0.1% | |
| JPMorgan US Res Enh Eq R6 | — | — | — | $41K | 0.1% | |
| DFA Real Estate Securities | — | — | — | $20K | <0.1% |
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