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Original filing (PDF)20251106151423NAL0009538577001
EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS
Form 5500
FILING_RECEIVED
EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN
401(k) retirement plan
Active participants
423
Accounts w/ balance
1,041
Plan assets (EOY)
$25.1M
Net assets (EOY)
$25.1M
How this plan invests
This plan
24 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
- 58 bps in Schedule C fees — 99% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS.
Plan sponsor
Name
EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS
EIN
95-1642373
Address
2212 EL MOLINO AVE. · ALTADENA, CA · 91001
Phone
(626) 403-5880
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
2025-11-06
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS. CO | 13-3689044 | — | RECORDKEEPER | $98K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA NA | 13-5674085 | — | INVESTMENT ADVISORY PLAN | $42K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP | 20-1054428 | — | THIRD PARTY ADMIN | $6K | — |
Investments
24 direct securities· $25.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company | — | — | — | $2.4M | 9.7% | |
| Western Asset Core Plus Bond IS Registered Investment Company | — | — | — | $2.3M | 9.2% | |
| BlackRock LifePath Index Retirement K Registered Investment Company | — | — | — | $2.2M | 8.8% | |
| BlackRock LifePath Index 2035 K Registered Investment Company | — | — | — | $1.8M | 7.2% | |
| BlackRock LifePath Index 2030 K Registered Investment Company | — | — | — | $1.8M | 7.2% | |
| American Funds Growth Fund of Amer R6 Registered Investment Company | — | — | — | $1.8M | 7.0% | |
| Transamerica Stable Value Core Account Guaranteed investment contract*** | — | — | — | $1.8M | 7.0% | |
| BlackRock LifePath Index 2045 K Registered Investment Company | — | — | — | $1.7M | 6.8% | |
| Vanguard Value Index Admiral Registered Investment Company | — | — | — | $1.6M | 6.4% | |
| Vanguard LifeStrategy Growth Investor Registered Investment Company | — | — | — | $1.4M | 5.4% | |
| BlackRock LifePath Index 2040 K Registered Investment Company | — | — | — | $1.2M | 4.7% | |
| American Century Inflatio Adjusted Bond R6 Registered Investment Company | — | — | — | $786K | 3.1% | |
| American Funds EuroPacific Gr R6 Registered Investment Company | — | — | — | $746K | 3.0% | |
| BlackRock LifePath Index 2050 K Registered Investment Company | — | — | — | $538K | 2.1% | |
| participants' account balances, maturing through October 2029 0 | — | — | — | $517K | 2.1% | |
| Vanguard LifeStrategy Moderate Growth Investor Registered Investment Company | — | — | — | $424K | 1.7% | |
| Hartford Schroders Intl Multi-Cp Val SDR Registered Investment Company | — | — | — | $400K | 1.6% | |
| Vanguard Small Cap Value Index Admiral Registered Investment Company | — | — | — | $391K | 1.6% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $385K | 1.5% | |
| Vanguard Small-Cap Growth Index Admiral Registered Investment Company | — | — | — | $316K | 1.3% | |
| Vanguard LifeStrategy Conserv Growth Investor Registered Investment Company | — | — | — | $278K | 1.1% | |
| Vanguard LifeStrategy Income Investor Registered Investment Company | — | — | — | $231K | 0.9% | |
| BlackRock LifePath Index 2055 K Registered Investment Company | — | — | — | $99K | 0.4% | |
| American Funds American Balanced R6 Registered Investment Company | — | — | — | $57K | 0.2% |
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