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Original filing (PDF)20250409144109NAL0019966113001
JACKSON CHILD DEVELOPMENT CORPORATION
Form 5500
FILING_RECEIVED
JACKSON CHILD DEVELOPMENT CORPORATION PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
68
Accounts w/ balance
130
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 73 bps in Schedule C fees — modestly above peer band of 52 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 JACKSON CHILD DEVELOPMENT CORPORATION.
Plan sponsor
Name
JACKSON CHILD DEVELOPMENT CORPORATION
EIN
11-3237992
Address
31-36 88TH STREET · JACKSON HEIGHTS, NY · 11369
Phone
(718) 205-1919
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
2025-04-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
TMI CPA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | N/A | $24K | — |
| SENTINEL PENSION ADVISORS | 04-3422848 | — | N/A | $23K | — |
| TMI CPA, P.C. | 47-2426908 | — | N/A | $16K | — |
Investments
1 pooled fund· $11K(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| METLIFE STABLE VALUE 25554 WILMINGTON TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | $11K | 0.1% |
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