How big is Building Blocks Developmental PRE School Inc.'s plan?

Building Blocks Developmental PRE School Inc.'s plan reported $20.6M in assets and 172 participants for 2023.

Original filing (PDF)20250312135628NAL0019120753001

Building Blocks Developmental PRE School Inc.

Name: Building Blocks Developmental PRE School Inc. — Form 5500 Plan 002 (2023)
Creator: Building Blocks Developmental PRE School Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Building Blocks Developmental PRE School, Inc. 403(b) Plan

403(b) retirement plan · Building Blocks Developmental PRE School Inc.'s Building Blocks Developmental PRE School, Inc. 403(b) Plan held $20.6M in plan assets for 172 participants in 2023, with Principal as recordkeeper.

Signals · 2

52% employer stockHigh average account balance

Active participants

172

Accounts w/ balance

117

Plan assets (EOY)

$20.6M

Net assets (EOY)

$20.6M

People on this filing

Donna Charbonneau signed Building Blocks Developmental PRE School Inc.'s 2023 Form 5500 as plan administrator.

Donna Charbonneau — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Building Blocks Developmental PRE School Inc.'s EIN is 11-2682219.

EIN 11-2682219

Plan number 002

Plan year 2023

ACK ID 20250312135628NAL0019120753001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Building Blocks Developmental PRE School Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Building Blocks Developmental PRE School Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUILDING BLOCKS DEVELOPMENTAL PRE SCHOOL INC..

Finding similar companies…

How this plan invests

This plan

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Below-peer total plan cost (95th percentile).
High average account balance (94th percentile).

Plan sponsor

Name

BUILDING BLOCKS DEVELOPMENTAL PRE SCHOOL INC.

EIN

all filings

Address

29 PINEWOOD DRIVE · COMMACK, NY · 117255612

Phone

(631) 499-1237

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-12

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

NAWROCKI SMITH LLP

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$400	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PURSHE KAPLAN STERLING INVESTMENTS	13-3749682	—	OTHER SERVICES	$0	—

Investments

43 direct securities· $19.9M(97% of reported assets)

Common Stocks

$10.8M

19 holdings

Mutual Funds

$4.5M

14 holdings

Common Collective Trusts

$3.5M

4 holdings

Other securities

$1.2M

6 holdings

					% of plan
Principal Funds Inc. Lifetime 2035 Fund - mutual fund	Common Stocks	—	—	$2.8M	13.7%
Principal Funds Inc. Large Cap S&P 500 Index Fund - mutual fund	Common Collective Trusts	—	—	$1.9M	9.3%
Principal Funds Inc. Lifetime 2045 Fund - mutual fund	Common Stocks	—	—	$1.5M	7.4%
Principal Funds Inc. Lifetime 2030 Fund - mutual fund	Common Stocks	—	—	$1.4M	7.0%
Fidelity Growth Opportunities Fund - mutual fund	Mutual Funds	—	—	$1.1M	5.5%
Principal Funds Inc. Lifetime 2020 Fund - mutual fund	Common Stocks	—	—	$847K	4.1%
Fidelity High Income Advantage Fund - mutual fund	Mutual Funds	—	—	$801K	3.9%
Principal Funds Inc. Equity Income Fund - mutual fund	Common Stocks	—	—	$742K	3.6%
Principal Funds Inc. Mid Cap S&P 400 Index Fund - mutual fund	Common Collective Trusts	—	—	$724K	3.5%
JP Morgan Chase Core Plus Bond Fund - mutual fund	Other securities	—	—	$621K	3.0%
Fidelity Strategic Income Fund - mutual fund	Mutual Funds	—	—	$609K	3.0%
Principal Funds Inc. Small Cap S&P 600 Index Fund - mutual fund	Common Collective Trusts	—	—	$591K	2.9%
Principal Life Insurance Company Fixed Income Guaranteed Option - investment contract	Common Stocks	—	—	$558K	2.7%
Principal Funds Inc. Lifetime 2025 Fund - mutual fund	Common Stocks	—	—	$470K	2.3%
Principal Funds Inc. Lifetime 2040 Fund - mutual fund	Common Stocks	—	—	$451K	2.2%
Principal Funds Inc. Real Estate Securities Fund - mutual fund	Common Stocks	—	—	$440K	2.1%
Principal Funds Inc. Lifetime 2050 Fund - mutual fund	Common Stocks	—	—	$417K	2.0%
Franklin Templeton Moderate Allocation Fund - mutual fund	Mutual Funds	—	—	$399K	1.9%
Victory Mid Cap Value Fund - mutual fund	Other securities	—	—	$320K	1.6%
Principal Funds Inc. Core Fixed Income Fund - mutual fund	Common Stocks	—	—	$318K	1.5%
Fidelity Equity Growth Fund - mutual fund	Mutual Funds	—	—	$309K	1.5%
Invesco Comstock Fund - mutual fund	Mutual Funds	—	—	$305K	1.5%
Principal Funds Inc. Lifetime 2055 Fund - mutual fund	Common Stocks	—	—	$300K	1.5%
American Funds Europacific Growth Fund - mutual fund	Mutual Funds	—	—	$297K	1.4%
Principal Funds Inc. International Equity Index Fund - mutual fund	Common Collective Trusts	—	—	$261K	1.3%
Fidelity Small Cap Value Fund - mutual fund	Mutual Funds	—	—	$229K	1.1%
Fidelity New Insights Fund - mutual fund	Mutual Funds	—	—	$181K	0.9%
Principal Funds Inc. Global Emerging Markets Fund - mutual fund	Common Stocks	—	—	$176K	0.9%
Principal Funds Inc. Mid Cap Growth Fund - mutual fund	Common Stocks	—	—	$144K	0.7%
AB Small Cap Growth Fund - mutual fund	Other securities	—	—	$122K	0.6%
Invesco Developing Markets Fund - mutual fund	Mutual Funds	—	—	$105K	0.5%
Franklin Templeton Small-Mid Cap Growth Fund - mutual fund	Mutual Funds	—	—	$50K	0.2%
Lord Abbett Fundamental Equity Fund - mutual fund	Mutual Funds	—	—	$47K	0.2%
Principal Funds Inc. Lifetime 2015 Fund - mutual fund	Common Stocks	—	—	$45K	0.2%
Principal Funds Inc. Lifetime 2060 Fund - mutual fund	Common Stocks	—	—	$38K	0.2%
(E)	Other securities	—	—	$38K	0.2%
Principal Funds Inc. Core Plus Bond Fund - mutual fund	Common Stocks	—	—	$36K	0.2%
(E)	Other securities	—	—	$34K	0.2%
BlackRock Inflation Protection Fund - mutual fund	Other securities	—	—	$34K	0.2%
Fidelity Europe Fund - mutual fund	Mutual Funds	—	—	$10K	<0.1%
Fidelity Overseas Fund - mutual fund	Mutual Funds	—	—	$7K	<0.1%
Principal Funds Inc. Diversified International Fund - mutual fund	Common Stocks	—	—	$3K	<0.1%
Principal Funds Inc. Lifetime Strategic Income Fund - mutual fund	Common Stocks	—	—	$1K	<0.1%