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Original filing (PDF)20251015132858NAL0004984241001
THE CENTER FOR CHILDREN WITH SPECIAL NEEDS
Form 5500
FILING_RECEIVED
CENTER FOR CHILDREN WITH SPECIAL NEEDS LLC 401(K) PLAN
401(k) retirement plan
Active participants
118
Accounts w/ balance
273
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
24 pooled trusts
Schedule D
21 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 (22 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CENTER FOR CHILDREN WITH SPECIAL NEEDS.
Plan sponsor
Name
THE CENTER FOR CHILDREN WITH SPECIAL NEEDS
EIN
06-1485324
Address
2300 MAIN STREET · GLASTONBURY, CT · 06033
Phone
(860) 430-1762
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
WHITTLESEY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORD KEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY | $843 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES | 04-3109325 | — | BROKER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS, INC. | 66-1504903 | — | TPA | $2K | — |
Investments
24 pooled funds· $4.4M(96% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |