Retirement plan

COMMUNITIES FOR PEOPLE, INC. PROFIT SHARING PLAN

Name: COMMUNITIES FOR PEOPLE, INC. - COMMUNITIES FOR PEOPLE, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: COMMUNITIES FOR PEOPLE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITIES FOR PEOPLE, INC. PROFIT SHARING PLAN, COMMUNITIES FOR PEOPLE, INC.

COMMUNITIES FOR PEOPLE, INC.EIN 04-2573248Plan #001PY 2025

418 COMMONWEALTH AVENUE - BOSTON, MA 02215617-267-1031LinkedIn1-10 employeesmental health care

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$3.2M

+24.9% from 2024

Total participants

192

+2.7% from 2024

Average account balance

$21,326

+27.4% from 2024

Annual return

10.92%

+0.27 pp from 2024

Benchmarks

See 1,431 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort1,431 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.22M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$21K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

151

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

71.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$400K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.92%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$155

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745	Recordkeeping	$17,065
GLOBAL RETIREMENT PARTNERS LLC4 years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118	Recordkeeping	$6,271

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$23K

$161 / participant

Recordkeeping$17K73.1%
Investment mgmt$6K26.9%

% of EOY assets

0.725%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: AAFCPAS INC.
Auditor EIN: 042571780
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,326

$43,496-51.0%

$161,489-86.8%

$64,340-66.9%

Participation rate

71.7%

53.5%+18.2pp

78.7%-7.0pp

55.2%+16.5pp

Annual return

10.92%

20.76%-9.8pp

89.72%-78.8pp

24.14%-13.2pp

Employer contribution / active EE

$2,759

$1,431+92.8%

$4,268-35.4%

$1,862+48.2%

Participant deferral / active EE

$1,996-100.0%

$5,630-100.0%

$2,980-100.0%

Admin fee / account holder

$155

$2,330-93.4%

$16,006-99.0%

$3,703-95.8%

Provider

Service type

Compensation

ADP BROKER-DEALER6 years

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$17,065

GLOBAL RETIREMENT PARTNERS LLC4 years

Filed as: GLOBAL RETIREMENT PARTNERS

Service code 15 · EIN 47-1411118

Recordkeeping

$6,271

COMMUNITIES FOR PEOPLE, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITIES FOR PEOPLE, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion