Seth Powers signed The Center for Children With Special Needs' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Center for Children With Special Needs' EIN is 06-1485324.
Download the official 2024 Form 5500 (PDF) for The Center for Children With Special Needs from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Center for Children With Special Needs' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORD KEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY | $843 | — |
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.
| % of plan | |||
|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 113 | Pooled Separate Account | $689K | 14.9% |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | $516K | 11.2% |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 086 | Pooled Separate Account | $501K | 10.8% |
| MFS MASSACHUSETTS INV GR STK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 666 | Pooled Separate Account | $413K | 8.9% |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 051 | Pooled Separate Account | $373K | 8.1% |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 612 | Pooled Separate Account | $352K | 7.6% |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 050 | Pooled Separate Account | $333K | 7.2% |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 112 | Pooled Separate Account | $220K | 4.8% |
| FEDERATED HERMES MDT SM CAP CORE RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 140 | Pooled Separate Account | $183K | 4.0% |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 505 | Pooled Separate Account | $158K | 3.4% |
| MFS INTL DIVERSIFICATION TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 665 | Pooled Separate Account | $140K | 3.0% |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 583 | Pooled Separate Account | $125K | 2.7% |
| TEMPLETON FOREIGN RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 143 | Pooled Separate Account | $125K | 2.7% |
| AEGON US HIGH YIELD RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 727 | Pooled Separate Account | $90K | 1.9% |
| PIMCO INCOME TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 671 | Pooled Separate Account | $88K | 1.9% |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 259 | Pooled Separate Account | $35K | 0.8% |
| DFA EMERGING MARKETS PORTFOLIO RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 525 | Pooled Separate Account | $31K | 0.7% |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 049 | Pooled Separate Account | $25K | 0.5% |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 111 | Pooled Separate Account | $19K | 0.4% |
| STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 504 | Pooled Separate Account | $14K | 0.3% |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 047 | Pooled Separate Account | $7K | 0.1% |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | $151 | <0.1% |
| INVESCO GLOBAL RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 216 | Pooled Separate Account | $62 | <0.1% |
| BNY MELLON GLOBAL FIXED INCOME RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 764 | Pooled Separate Account | $31 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES | 04-3109325 | — | BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS, INC. | 66-1504903 | — | TPA | $2K | — |