Retirement plan

CENTER FOR HEALTH CARE STRATEGIES 403(B) RETIREMENT PLAN

Name: CENTER FOR HEALTH CARE STRATEGIES, INC. - CENTER FOR HEALTH CARE STRATEGIES 403(B) RETIREMENT PLAN (2025) Form 5500
Creator: CENTER FOR HEALTH CARE STRATEGIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR HEALTH CARE STRATEGIES 403(B) RETIREMENT PLAN, CENTER FOR HEALTH CARE STRATEGIES, INC.

CENTER FOR HEALTH CARE STRATEGIES, INC.EIN 22-3375015Plan #003PY 2025

300 AMERICAN METRO BLVD., STE 125 - HAMILTON, NJ 08619609-528-8400chcs.orgLinkedIn51-200 employeesthink tanks

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$15M

+17.4% from 2024

Total participants

144

-10.0% from 2024

Average account balance

$104,266

+25.5% from 2024

Annual return

12.86%

-3.11 pp from 2024

Benchmarks

See 17,421 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,421 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$15.01M

Not enough data

1 years with asset history on file

Average account balance

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

$104K

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.

144

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.08M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+12.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$280

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

See the 7-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
WORLD INVESTMENT ADVISORS LLC1 year Filed as: WORLD INVESTMENT ADVISORS Service code 55 24 E COTA ST. · SANTA BARBARA, CA 93101	Other Commissions	$23,118
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930	Recordkeeping	$10,623
PENSIONMARK FINANCIAL GROUP LLC4 years Service code 55 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101	Other Commissions	$6,986
THE MANDMARBLESTONE GROUP LLC6 years Service code 29 · EIN 20-4780677	Legal	$2,090

Plan features & details

Pension benefit codes2A2F2G2J2L2M2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

$40K

$559 / participant

Recordkeeping$9K21.5%
Investment mgmt$30K74.8%
Valuation$1K3.1%
Other trustee fees$2550.6%

% of EOY assets

0.268%

all-in expense ratio

Categories reported

4 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: PKF O'CONNOR DAVIES, LLP
Auditor EIN: 271728945
Audit fees: $0
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$104,266

$80,717+29.2%

$154,803-32.6%

$84,808+22.9%

Participation rate

100.0%

66.8%+33.2pp

78.1%+21.9pp

68.3%+31.7pp

Annual return

12.86%

37.96%-25.1pp

58.88%-46.0pp

40.90%-28.0pp

Employer contribution / active EE

$8,028

$2,761+190.7%

$4,305+86.5%

$2,631+205.1%

Participant deferral / active EE

$6,945

$3,303+110.3%

$5,540+25.4%

$4,212+64.9%

Admin fee / account holder

$280

$6,746-95.9%

$14,329-98.0%

$7,344-96.2%

Provider

Service type

Compensation

WORLD INVESTMENT ADVISORS LLC1 year

Filed as: WORLD INVESTMENT ADVISORS

Service code 55

24 E COTA ST. · SANTA BARBARA, CA 93101

Other Commissions

$23,118

THE VANGUARD GROUP, INC.6 years

Service code 15 · EIN 23-1945930

Recordkeeping

$10,623

PENSIONMARK FINANCIAL GROUP LLC4 years

Service code 55

24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101

Other Commissions

$6,986

THE MANDMARBLESTONE GROUP LLC6 years

Service code 29 · EIN 20-4780677

Legal

$2,090

CENTER FOR HEALTH CARE STRATEGIES 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR HEALTH CARE STRATEGIES 403(B) RETIREMENT 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