Back to filter
Original filing (PDF)20250310114531NAL0025451248001
VARIETY CHILD LEARNING CENTER
Form 5500
FILING_RECEIVED
VARIETY CHILD LEARNING CENTER 401(A) PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
204
Accounts w/ balance
228
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 51% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VARIETY CHILD LEARNING CENTER.
Plan sponsor
Name
VARIETY CHILD LEARNING CENTER
EIN
11-2157326
Address
47 HUMPHREY DRIVE · SYOSSET, NY · 11791
Phone
(516) 921-7171
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CERINI & ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO. | 94-1737782 | — | CUSTODIAN & TRUSTEE | $6K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS & FINANCIAL GROUP | 20-5916766 | — | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | INVESTMENT ADVISOR | $25K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using SENTINEL PENSION ADVISORS
MANHATTAN UNIVERSITY
MANHATTAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
$291.1M · 377 participants
SARAH LAWRENCE COLLEGE
SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN
$192.0M · 590 participants
NEMAK USA, INC.
NEMAK USA, INC. RETIREMENT SAVINGS PLAN
$189.0M · 2,035 participants
NATIONAL CABLE COMMUNICATIONS LLC (DBA AMPERSAND)
AMPERSAND 401(K) PLAN
$178.7M · 529 participants
WAGNER COLLEGE
WAGNER COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
$144.0M · 746 participants
JOHN MORIARTY & ASSOCIATES, INC.
JOHN MORIARTY & ASSOCIATES, INC. 401K RETIREMENT PLAN
$104.8M · 424 participants
Similar-size Educational Services plans
AMERICAN ACADEMY OF ARTS AND SCIENCES
AMERICAN ACADEMY OF ARTS AND SCIENCES 403(B) TAX ANNUITY PLAN
$10.0M · 55 participants
MILES COLLEGE
MILES COLLEGE DEFINED CONTRIBUTION PLAN
$10.0M · 106 participants
SOLOMON SCHECHTER DAY SCHOOL
SOLOMON SCHECHTER DAY SCHOOL RETIREMENT PLAN SRA/GSRA
$10.0M · 71 participants
NEW CITY SCHOOL
THE NEW CITY SCHOOL DC RETIREMENT PLAN
$10.0M · 76 participants
FOUNDATION FOR BLIND CHILDREN
FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN
$10.1M · 149 participants
ALEXANDRIA COUNTRY DAY SCHOOL
ALEXANDRIA COUNTRY DAY SCHOOL 403(B) DC PLAN
$10.0M · 111 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B