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Original filing (PDF)20251001170704NAL0012881393001
EPISCOPAL COMMUNITY SERVICES
Form 5500
FILING_RECEIVED
EPISCOPAL COMMUNITY SERVICES 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
410
Accounts w/ balance
540
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
1 pooled trust
Schedule D
22 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
- 56 bps in Schedule C fees — 92% 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 EPISCOPAL COMMUNITY SERVICES.
Plan sponsor
Name
EPISCOPAL COMMUNITY SERVICES
EIN
95-1945256
Address
401 MILE OF CARS WAY, STE 350 · NATIONAL CITY, CA · 91950
Phone
(619) 228-2800
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
2025-10-01
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT | 01-0233346 | — | RETAINED BY EMPLOYER | $53K | — |
| MMA SECURITIES LLC | 22-3570392 | — | RETAINED BY EMPLOYER | $28K | — |
Investments
21 direct securities · 1 pooled fund· $14.7M(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
$14.3M
21 holdings
Common Collective Trust
$463K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered investment companies Vanguard Target Retirement 2040 Fund Registered Investment Company | — | — | — | $3.0M | 20.3% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | — | — | — | $2.2M | 14.9% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company | — | — | — | $1.8M | 12.1% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company | — | — | — | $1.6M | 10.7% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company | — | — | — | $1.4M | 9.3% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | — | — | — | $1.2M | 8.0% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | — | — | — | $1.1M | 7.7% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company | — | — | — | $668K | 4.5% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | — | — | — | $491K | 3.3% | |
| JOHN HANCOCK STABLE VALUE FD R6 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $463K | 3.1% | |
| Vanguard Target Retirement Income Fd Registered Investment Company | — | — | — | $427K | 2.9% | |
| Fidelity 500 Index Fd Registered Investment Company | — | — | — | $132K | 0.9% | |
| Vanguard Target Ret 2065 Fund Registered Investment Company | — | — | — | $85K | 0.6% | |
| Vanguard Equity Income Fd Adm Registered Investment Company | — | — | — | $62K | 0.4% | |
| Vanguard Sm Cap Index Fd Adm Registered Investment Company | — | — | — | $48K | 0.3% | |
| Fidelity International Idx Fd Registered Investment Company | — | — | — | $32K | 0.2% | |
| MFS Growth Fund R6 Registered Investment Company | — | — | — | $32K | 0.2% | |
| Vanguard Real Estate Index Adm Registered Investment Company | — | — | — | $29K | 0.2% | |
| Victory Syca Est Value R6 Registered Investment Company | — | — | — | $21K | 0.1% | |
| MassMutual Mid Cp Grw II R5 Registered Investment Company | — | — | — | $18K | 0.1% | |
| John Hancock Bond Fund R6 Registered Investment Company | — | — | — | $6K | <0.1% | |
| iShares Russell Mid Cap Idx K Registered Investment Company | — | — | — | $1K | <0.1% |
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