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Original filing (PDF)20251014111255NAL0003738080001
CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY, INC.
Form 5500
FILING_RECEIVED
CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
174
Accounts w/ balance
270
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY, INC..
Plan sponsor
Name
CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY, INC.
EIN
06-0665191
Address
64 PALMERS HILL RD. · STAMFORD, CT · 06902
Phone
(203) 653-1325
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER SMITH | 13-5674085 | PENNINGTON, NJ | INVESTMENT ADVISOR | $21K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | STAMFORD, CT | THIRD PARTY ADMIN | $22K | — |
Investments
29 direct securities · 1 pooled fund· $17.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$8.9M
28 holdings
Pooled Separate Account
$8.6M
1 holding
Guaranteed Income / GIC
$134K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $8.6M | 95.2% | |
| Variable annuities Vanguard 500 Index Fund | — | — | — | $1.1M | 12.6% | |
| American Funds American Funds American Balanced Fund | — | — | — | $1.0M | 11.3% | |
| Vanguard Total International Stock Index Fund | — | — | — | $880K | 9.7% | |
| Invesco Small-Cap Growth Fund | — | — | — | $730K | 8.1% | |
| MFS Investments MFS Value Fund | — | — | — | $641K | 7.1% | |
| BlackRock Total Return Fund | — | — | — | $632K | 7.0% | |
| MassMutual Blue Chip Fund | — | — | — | $542K | 6.0% | |
| American Funds American Funds 2045 Target Date Retirement Fund | — | — | — | $448K | 4.9% | |
| American Funds American Funds 2055 Target Date Retirement Fund | — | — | — | $418K | 4.6% | |
| various dates, secured by participant account balances | — | — | — | $305K | 3.4% | |
| American Funds American Funds 2050 Target Date Retirement Fund | — | — | — | $277K | 3.1% | |
| American Funds American Funds 2035 Target Date Retirement Fund | — | — | — | $265K | 2.9% | |
| American Funds American Funds 2060 Target Date Retirement Fund | — | — | — | $239K | 2.6% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $238K | 2.6% | |
| MFS Investments MFS Government Securities Fund | — | — | — | $212K | 2.3% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $211K | 2.3% | |
| Vanguard Small-Cap Index Fund | — | — | — | $172K | 1.9% | |
| American Funds American Funds 2025 Target Date Retirement Fund | — | — | — | $146K | 1.6% | |
| * Massachusetts Mutual Life Insurance Company General Account Fund | Guaranteed Income / GIC | — | — | $134K | 1.5% | |
| American Funds American Funds 2030 Target Date Retirement Fund | — | — | — | $127K | 1.4% | |
| American Funds American Funds 2040 Target Date Retirement Fund | — | — | — | $95K | 1.1% | |
| American Funds American Funds 2020 Target Date Retirement Fund | — | — | — | $62K | 0.7% | |
| American Funds American Funds 2015 Target Date Retirement Fund | — | — | — | $48K | 0.5% | |
| American Funds American Funds Capital Income Fund | — | — | — | $24K | 0.3% | |
| American Funds American Funds New Perspective Fund | — | — | — | $17K | 0.2% | |
| JPMorgan Funds JPMorgan Mid-Cap Growth Fund | — | — | — | $13K | 0.1% | |
| Allspring Global Investments Allspring Special Mid-Cap Value Fund | — | — | — | $11K | 0.1% | |
| Dimensional Fund Advisors DFA Real Estate Securities Fund | — | — | — | $4K | <0.1% | |
| Allspring Global Investments Allspring Special Small-Cap Value Fund | — | — | — | $1K | <0.1% |
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