How big is Community Youth Services' plan?

Community Youth Services' plan reported $6.3M in assets and 157 participants for 2024.

Original filing (PDF)20251014132918NAL0002887153001

Community Youth Services

Name: Community Youth Services — Community Youth Services, Form 5500 (2024)
Creator: Community Youth Services
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Community Youth Services 403(b) Retirement Plan

403(b) retirement plan · Community Youth Services' Community Youth Services 403(b) Retirement Plan held $6.3M in plan assets for 157 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Active participants

157

Accounts w/ balance

352

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Derek Harris signed Community Youth Services' 2024 Form 5500 as plan administrator.

Derek Harris — 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

Community Youth Services' EIN is 91-0859922.

EIN 91-0859922

Plan number 001

Plan year 2024

ACK ID 20251014132918NAL0002887153001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Community Youth Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Community Youth Services' plan includes profit-sharing, ERISA 404(c) participant direction, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY YOUTH SERVICES.

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How this plan invests

This plan

51 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

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

COMMUNITY YOUTH SERVICES

EIN

all filings

Address

711 STATE AVE NE · OLYMPIA, WA · 985063984

Phone

(360) 943-0780

Industry

Health Care & Social Assistance

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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	—	IRVINE, CA	RECORDKEEPER	$600	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KILEY JUERGENS WEALTH MANAGEMENT, L	—	OLYMPIA, WA	INVESTMENT ADVISOR	$23K	—

Investments

51 direct securities· $6.3M(100% of reported assets)

Mutual Funds

$4.8M

34 holdings

Common Collective Trusts

$1.2M

9 holdings

Other securities

$263K

8 holdings

					% of plan
American Funds American Funds 2045 Target Date Retirement Fund R6	Mutual Funds	—	—	$828K	13.2%
Vanguard FTSE Social Index Fund Admiral	Common Collective Trusts	—	—	$682K	10.9%
American Funds American Funds 2050 Target Date Retirement Fund R6	Mutual Funds	—	—	$659K	10.5%
American Funds American Funds 2055 Target Date Retirement Fund R6	Mutual Funds	—	—	$487K	7.7%
American Funds American Funds 2060 Target Date Retirement Fund R6	Mutual Funds	—	—	$442K	7.0%
PGIM Funds PGIM Short-Term Corporate Bond Fund- Class R6 ** 177 * Vanguard 500 Index Fund Admiral Shares	Common Collective Trusts	—	—	$376K	6.0%
American Funds American Funds American Balanced Fund R6	Mutual Funds	—	—	$376K	6.0%
American Funds American Funds 2035 Target Date Retirement Fund R6	Mutual Funds	—	—	$370K	5.9%
American Funds American Funds 2040 Target Date Retirement Fund R6	Mutual Funds	—	—	$334K	5.3%
American Funds American Funds AMCAP Fund R6	Mutual Funds	—	—	$309K	4.9%
Neuberger Berman Neuberger Berman Strategic Income Fund Class R6 ** 103 Neuberger Berman Neuberger Berman Sustainable Equity Fund Class R6	Other securities	—	—	$132K	2.1%
Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$122K	1.9%
Vanguard Cash Reserves Federal Money	Mutual Funds	—	—	$85K	1.3%
American Funds American Funds 2025 Target Date Retirement Fund R6	Mutual Funds	—	—	$84K	1.3%
American Funds American Funds Washington Mutual Investors Fund R6	Mutual Funds	—	—	$83K	1.3%
American Funds American Funds 2065 Target Date Retirement Fund R6	Mutual Funds	—	—	$82K	1.3%
Vanguard Total Stock Market Index Fund A	Common Collective Trusts	—	—	$76K	1.2%
American Funds American Funds 2030 Target Date Retirement Fund R6	Mutual Funds	—	—	$75K	1.2%
Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$71K	1.1%
American Century Investments American Century Select Fund	Other securities	—	—	$70K	1.1%
Vanguard International Value Fund	Mutual Funds	—	—	$65K	1.0%
Dimensional Fund Advisors DFA Continental Small Company Portfolio Institutional Class	Mutual Funds	—	—	$57K	0.9%
Vanguard Health Care Fund Admiral Shares	Mutual Funds	—	—	$51K	0.8%
Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$49K	0.8%
Vanguard Mid-Cap Index Fund Admiral Shares ** 606 * Vanguard Real Estate Index Fund Admiral Shares	Common Collective Trusts	—	—	$43K	0.7%
Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$36K	0.6%
Vanguard International Growth Fund Admiral ** 957 * Vanguard Lifestrategy Growth Fund	Mutual Funds	—	—	$32K	0.5%
Vanguard Small-Cap Growth Index Fund Adm	Common Collective Trusts	—	—	$24K	0.4%
American Century Investments American Century Ultra Fund	Other securities	—	—	$24K	0.4%
Franklin Templeton Investments Franklin Small-Mid Cap Growth Fund Class R6 ** 49 Invesco Global Opportunities Fund Class R6	Mutual Funds	—	—	$22K	0.3%
Vanguard U.S. Growth Fund Admiral Shares	Mutual Funds	—	—	$19K	0.3%
Vanguard Star Fund	Mutual Funds	—	—	$18K	0.3%
Vanguard Small-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$14K	0.2%
American Century Investments American Century Growth Fund	Other securities	—	—	$13K	0.2%
John Hancock John Hancock Bond Fund Class R6	Other securities	—	—	$11K	0.2%
Vanguard Dividend Growth Fund	Mutual Funds	—	—	$7K	0.1%
American Century Investments American Century Short-Term Government Fund ** 164 * American Century Investments American Century Heritage Fund	Other securities	—	—	$7K	0.1%
Vanguard Balanced Index Fund Admiral Shares	Common Collective Trusts	—	—	$6K	<0.1%
Vanguard Inflation-Protected Securities Fund Admiral Shares	Mutual Funds	—	—	$6K	<0.1%
American Funds American Funds New World Fund R6 ** 922 * American Funds American Funds US Govt Money Market R6	Mutual Funds	—	—	$5K	<0.1%
Vanguard Small Cap Value Index Fund Admiral Shares	Common Collective Trusts	—	—	$5K	<0.1%
American Century Investments American Century Balanced Fund	Other securities	—	—	$4K	<0.1%
American Funds American Funds 2020 Target Date Retirement Fund R6	Mutual Funds	—	—	$4K	<0.1%
Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$4K	<0.1%
Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$3K	<0.1%
American Century Investments American Century International Growth Fund	Other securities	—	—	$3K	<0.1%
Invesco International Small-Mid Company Fund Class R6	Mutual Funds	—	—	$3K	<0.1%
Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Explorer Fund Investor Shares	Mutual Funds	—	—	$1K	<0.1%
Vanguard Emerging Markets Stock Index Fund	Common Collective Trusts	—	—	$1K	<0.1%