Original filing (PDF)20251015150104NAL0002624307003

MARY CARIOLA CHILDREN'S CENTER, INC

Name: MARY CARIOLA CHILDREN'S CENTER, INC — MARY CARIOLA CHILDREN'S CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024)
Creator: MARY CARIOLA CHILDREN'S CENTER, INC

Form 5500

FILING_RECEIVED

MARY CARIOLA CHILDREN'S CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

38% in single holding

Active participants

425

Accounts w/ balance

541

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARY CARIOLA CHILDREN'S CENTER, INC.

Plan sponsor

Name

MARY CARIOLA CHILDREN'S CENTER, INC

EIN

16-0771078

Address

1000 ELMWOOD AVE. STE. 100 · ROCHESTER, NY · 14620

Phone

(585) 271-2897

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BONADIO & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CANANDAIGUA NATIONAL BANK & TRUST	16-0373410	—	NONE	$825	—

Investments

24 direct securities· $11.8M(97% of reported assets)

Other securities

$11.3M

22 holdings

Common Stock

$424K

1 holding

Cash / Money Market

$33K

1 holding

					% of plan
Vanguard Target Retirement 2045 Mutual fund	Other securities	—	—	$4.5M	36.6%
Vanguard Target Retirement 2035 Mutual fund	Other securities	—	—	$2.4M	19.8%
Vanguard Target Retirement 2055 Mutual fund	Other securities	—	—	$1.8M	14.5%
Vanguard Target Retirement 2025 Mutual fund	Other securities	—	—	$1.2M	9.9%
Vanguard Target Retirement, Inc. Mutual fund	Common Stock	—	—	$424K	3.5%
Vanguard Total Stock Market Index Fund Mutual fund	Other securities	—	—	$248K	2.0%
Dodge & Cox International Stock Mutual fund	Other securities	—	—	$222K	1.8%
Vanguard 500 Index Fund Mutual fund	Other securities	—	—	$209K	1.7%
Vanguard Mid Cap Index Fund Mutual fund	Other securities	—	—	$158K	1.3%
Vanguard Growth Index Fund Mutual fund	Other securities	—	—	$116K	1.0%
Vanguard Value Index Fund Mutual fund	Other securities	—	—	$104K	0.9%
Vanguard Target Retirement 2050 Mutual fund	Other securities	—	—	$72K	0.6%
Vanguard Small Cap Index Fund Mutual fund	Other securities	—	—	$61K	0.5%
Vanguard Inflation Protected Security Fund Mutual fund	Other securities	—	—	$60K	0.5%
Vanguard Total International Stock Index Fund Mutual fund	Other securities	—	—	$51K	0.4%
Vanguard Total Bond Index Fund Mutual fund	Other securities	—	—	$45K	0.4%
Vanguard Mid Cap Growth Index Mutual fund	Other securities	—	—	$44K	0.4%
Fidelity Government Money Market Premium Money market fund	Cash / Money Market	—	—	$33K	0.3%
Dodge & Cox Income Fund Mutual fund	Other securities	—	—	$25K	0.2%
Vanguard Target Retirement 2065 Mutual fund	Other securities	—	—	$24K	0.2%
Vanguard Mid Cap Value Index Mutual fund	Other securities	—	—	$18K	0.1%
Vanguard Equity Income Mutual fund	Other securities	—	—	$14K	0.1%
American Funds CAP World Mutual fund	Other securities	—	—	$13K	0.1%
Vanguard Target Retirement 2040 Mutual fund	Other securities	—	—	$2K	<0.1%