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Original filing (PDF)20250806133918NAL0003854768001
CENTER FOR HUMAN DEVELOPMENT, INC.
Form 5500
FILING_RECEIVED
CENTER FOR HUMAN DEVELOPMENT DC RETIREMENT PLAN
403(b) retirement plan
Active participants
1,339
Accounts w/ balance
2,222
Plan assets (EOY)
$42.1M
Net assets (EOY)
$42.1M
How this plan invests
This plan
1 pooled trust
Schedule D
52 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
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTER FOR HUMAN DEVELOPMENT, INC..
Plan sponsor
Name
CENTER FOR HUMAN DEVELOPMENT, INC.
EIN
04-2503926
Address
332 BIRNIE AVENUE · SPRINGFIELD, MA · 011071104
Phone
(413) 733-6624
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
2025-08-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AAFCPAS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-CREF - TEACHER INSURANCE ANNUI | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $33K | — |
Investments
51 direct securities · 1 pooled fund· $42.1M(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
$40.2M
51 holdings
Pooled Separate Account
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-In- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value * CREF Stock R1 X2 Variable Annuity | — | — | — | $6.7M | 15.9% | |
| TIAA Traditional Non-Benefit-Responsive TIAA Traditional Annuity Contract | — | — | — | $6.0M | 14.2% | |
| TIAA Traditional Benefit-Responsive TIAA Traditional Annuity Contract | — | — | — | $4.0M | 9.4% | |
| Vanguard 500 Idx Adm Mutual Fund | — | — | — | $3.1M | 7.4% | |
| CREF Growth R1 X7 Variable Annuity | — | — | — | $2.6M | 6.1% | |
| CREF Social Choice R1 X4 Variable Annuity | — | — | — | $2.0M | 4.8% | |
| MFS INTL Diversification CL R6 Mutual Fund | — | — | — | $2.0M | 4.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.9M | 4.4% | |
| CREF Global Equities R1 X6 Variable Annuity | — | — | — | $1.8M | 4.3% | |
| CREF Equity Index R1 X8 Variable Annuity | — | — | — | $1.7M | 3.9% | |
| TIAA Traditional Benefit-Responsive 2 TIAA Traditional Annuity Contract | — | — | — | $1.3M | 3.2% | |
| TIAA Traditional Non-Benefit-Responsive 2 TIAA Traditional Annuity Contract | — | — | — | $1.1M | 2.5% | |
| SCHWAB Small Cap Index Fund Mutual Fund | — | — | — | $982K | 2.3% | |
| CREF Bond Market R1 X5 Variable Annuity | — | — | — | $778K | 1.8% | |
| JPMorgan Large Cap Value Fund r6 Mutual Fund | — | — | — | $735K | 1.7% | |
| CREF Social Choice R4 Variable Annuity | — | — | — | $575K | 1.4% | |
| JPMorgan Core Bond Fund R6 Mutual Fund | — | — | — | $468K | 1.1% | |
| Vanguard Infl Protect Sec Adm Mutual Fund | — | — | — | $405K | 1.0% | |
| CREF Inflation-Linked Bond R1 X9 Variable Annuity | — | — | — | $355K | 0.8% | |
| CREF Money Market R1 X3 Variable Annuity | — | — | — | $349K | 0.8% | |
| TIAA Access Nuveen Lifecycle 2040 T4 86 Separate Account | — | — | — | $306K | 0.7% | |
| TIAA Access Nuveen Lifecycle 2030 T4 84 Separate Account | — | — | — | $275K | 0.7% | |
| TIAA Access Nuveen Intl Equity T4 8A Separate Account | — | — | — | $256K | 0.6% | |
| TIAA Access Nuveen Large-Cap Val T4 8C Separate Account | — | — | — | $240K | 0.6% | |
| TIAA Access Nuveen Quant Sm-Cap Equity T4 8G Separate Account | — | — | — | $204K | 0.5% | |
| Putnam Large Cap Value Fund r6 Mutual Fund | — | — | — | $194K | 0.5% | |
| TIAA-CREF Money Market-Inst Mutual Fund | — | — | — | $185K | 0.4% | |
| TIAA Access Nuveen Lifecycle 2035 T4 85 Separate Account | — | — | — | $176K | 0.4% | |
| TIAA Access Nuveen Lifecycle 2045 T4 91 Separate Account | — | — | — | $155K | 0.4% | |
| TIAA Access Nuveen Mid-Cap Growth T4 8E Separate Account | — | — | — | $137K | 0.3% | |
| TIAA Access Nuveen Mid-Cap Val T4 8F Separate Account | — | — | — | $134K | 0.3% | |
| TIAA Access Nuveen Large-Cap Growth T4 8W Separate Account | — | — | — | $132K | 0.3% | |
| TIAA Access Nuveen Real Est Secs T4 8S Separate Account | — | — | — | $129K | 0.3% | |
| Vanguard Mid-Cap Idx Adm Mutual Fund | — | — | — | $99K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2025 T4 83 Separate Account | — | — | — | $90K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2050 T4 92 Separate Account | — | — | — | $89K | 0.2% | |
| TIAA Access Nuveen Equity Index T4 8K Separate Account | — | — | — | $83K | 0.2% | |
| TIAA Access Nuveen Infl-Lnkd Bond T4 8U Separate Account | — | — | — | $72K | 0.2% | |
| Vanguard TTL Intl STK IDX ADM Mutual Fund | — | — | — | $60K | 0.1% | |
| TIAA Access Nuveen Core Equity T4 8B Separate Account | — | — | — | $60K | 0.1% | |
| Party-In- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value * TIAA Access Nuveen Small Cap Bl Idx T4 8Q Separate Account | — | — | — | $57K | 0.1% | |
| TIAA Access Nuveen Large Cap Responsible Equity Fund T4 8DSeparate Account | — | — | — | $56K | 0.1% | |
| TIAA Access Nuveen Lifecycle 2020 T4 82 Separate Account | — | — | — | $52K | 0.1% | |
| TIAA Access Nuveen Money Market T4 8V Separate Account | — | — | — | $41K | <0.1% | |
| Vanguard Total Bond Mkt Idx Adm Mutual Fund | — | — | — | $40K | <0.1% | |
| TIAA Access Nuveen Core Bond T4 8T Separate Account | — | — | — | $37K | <0.1% | |
| TIAA Access Nuveen Core PL Bond T4 8Y Separate Account | — | — | — | $22K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2055 T4 AB Separate Account | — | — | — | $16K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2015 T4 81 Separate Account | — | — | — | $14K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2060 T4 AA Separate Account | — | — | — | $4K | <0.1% | |
| Pimco Income FD Institutional Mutual Fund | — | — | — | $1K | <0.1% | |
| TIAA Access Nuveen Lifecycle Rtmt Inc T4 93 Separate Account | — | — | — | $1K | <0.1% |