Retirement plan

THE AGING TRUE SENIOR SERVICES RETIREMENT PLAN

Name: COMMUNITY SENIOR SERVICES, INC. - THE AGING TRUE SENIOR SERVICES RETIREMENT PLAN (2025) Form 5500
Creator: COMMUNITY SENIOR SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE AGING TRUE SENIOR SERVICES RETIREMENT PLAN, COMMUNITY SENIOR SERVICES, INC.

COMMUNITY SENIOR SERVICES, INC.EIN 59-6161532Plan #001PY 2025

4250 LAKESIDE DRIVE, SUITE 300 - JACKSONVILLE, FL 32210904-807-1300

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.1M

+14.8% from 2024

Total participants

100

-16.7% from 2024

Average account balance

$41,835

+34.5% from 2024

Annual return

13.81%

+5.16 pp from 2024

Benchmarks

See 9,247 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,247 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.14M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

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.

98.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$309K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$335

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 3 by compensation

Provider	Service type	Compensation
BATES & COMPANY, INC.5 years Service code 13 1201 S ORLANDO AVENUE, STE 202 · WINTER PARK, FL 32789	Contract Administrator	$16,648
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$14,318
ALLIANCEBERNSTINE LP1 year Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302	Advisory (Plan)	$10,740

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$33K

$544 / participant

Recordkeeping$23K68.5%
Contract admin$10K31.5%

% of EOY assets

0.801%

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: WATKINS, WARD AND STAFFORD, PLLC
Auditor EIN: 640394922
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,835

$51,638-19.0%

$68,368-38.8%

$82,448-49.3%

Participation rate

98.4%

63.6%+34.8pp

73.8%+24.6pp

68.1%+30.3pp

Annual return

13.81%

37.53%-23.7pp

292.57%-278.8pp

41.64%-27.8pp

Employer contribution / active EE

$3,599

$2,047+75.9%

$2,649+35.9%

$2,551+41.1%

Participant deferral / active EE

$1,468

$2,914-49.6%

$4,123-64.4%

$4,139-64.5%

Admin fee / account holder

$335

$4,643-92.8%

$5,150-93.5%

$7,234-95.4%

Provider

Service type

Compensation

BATES & COMPANY, INC.5 years

Service code 13

1201 S ORLANDO AVENUE, STE 202 · WINTER PARK, FL 32789

Contract Administrator

$16,648

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INS CO OF AMERICA

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$14,318

ALLIANCEBERNSTINE LP1 year

Service code 27

501 COMMERCE ST · NASHVILLE, TN 37302

Advisory (Plan)

$10,740

THE AGING TRUE SENIOR SERVICES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE AGING TRUE SENIOR SERVICES 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