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Original filing (PDF)20260202111316NAL0001321601001
COMMUNITY INTERFACE SERVICES
Form 5500
FILING_RECEIVED
COMMUNITY INTERFACE SERVICES RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
130
Accounts w/ balance
156
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY INTERFACE SERVICES.
Plan sponsor
Name
COMMUNITY INTERFACE SERVICES
EIN
95-3818176
Address
981 VALE TERRACE DRIVE · VISTA, CA · 92084
Phone
(760) 729-3866
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-02
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CONSIDINE & CONSIDINE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | — | FAIRFIELD, IA | ADVISOR | $17K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONSIDINE AND CONSIDINE | — | SAN DIEGO, CA | AUDITOR | $10K | — |
Investments
16 direct securities· $6.8M(80% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Adm Mutual fund | — | — | $816K | $822K | 9.8% | |
| Vanguard Growth Index Adm Mutual fund | — | — | $447K | $772K | 9.2% | |
| Vanguard Balanced Index Adm Mutual fund | — | — | $619K | $724K | 8.6% | |
| Vanguard Value Index Adm Mutual fund | — | — | $571K | $722K | 8.6% | |
| Vanguard Inflation-Protected Sec Adm Mutual fund | — | — | $578K | $548K | 6.5% | |
| Vanguard Federal Money Market Money market funds | — | — | $404K | $404K | 4.8% | |
| Vanguard 500 Index Adm Mutual fund | — | — | $251K | $373K | 4.4% | |
| Vanguard Developed Mkts Index Adm Mutual fund | — | — | $225K | $309K | 3.7% | |
| Vanguard Mid Cap Index Adm Mutual fund | — | — | $232K | $301K | 3.6% | |
| Vanguard Emerging Mkts Stock ldx Adm Mutual fund | — | — | $251K | $300K | 3.6% | |
| Vanguard Mid-Cap Value Index Adm Mutual fund | — | — | $242K | $286K | 3.4% | |
| Vanguard Small-Cap Index Adm Mutual fund | — | — | $231K | $284K | 3.4% | |
| Vanguard Small-Cap Value Index Adm Mutual fund | — | — | $234K | $280K | 3.3% | |
| Vanguard Explorer Adm Mutual fund | — | — | $278K | $274K | 3.3% | |
| Macquarie Mid Cap Growth R6 Mutual fund | — | — | $269K | $267K | 3.2% | |
| Notes receivable from participants Various maturity dates interest at 5.25-9.50% - | — | — | — | $98K | 1.2% |
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