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Original filing (PDF)20251015151925NAL0004969729001
KIDSPEACE CORPORATION
Form 5500
FILING_RECEIVED
KIDSPEACE TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,843
Accounts w/ balance
2,249
Plan assets (EOY)
$22.4M
Net assets (EOY)
$22.4M
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 (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 90% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIDSPEACE CORPORATION.
Plan sponsor
Name
KIDSPEACE CORPORATION
EIN
23-1353394
Address
4085 INDEPENDENCE DRIVE · SCHNECKSVILLE, PA · 18078
Phone
(610) 799-8161
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
MAHER DUESSEL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | ADVISORY | $12K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $56K | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | 20-1665305 | — | NONE | $50K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $3K | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | NONE | $2K | — |
Investments
43 direct securities· $4.8M(21% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO ST INST MUTUAL FUNDS | — | — | — | $591K | 2.6% | |
| AMFDS EUROPACFC GR R6 MUTUAL FUNDS | — | — | — | $410K | 1.8% | |
| TCW MTWST TOTAL RETURN BND FND MUTUAL FUNDS | — | — | — | $403K | 1.8% | |
| AMFDS NEW WLD R6 MUTUAL FUNDS | — | — | — | $254K | 1.1% | |
| FID 500 INDX MUTUAL FUNDS | — | — | — | $241K | 1.1% | |
| FNKLNTMP GLBL BD A MUTUAL FUNDS 618 PARTICIPANT LOANS LOW-HIGH INTEREST RATE 3.25% - 8.50% | — | — | — | $198K | 0.9% | |
| HARBOR CAP APP INST MUTUAL FUNDS | — | — | — | $174K | 0.8% | |
| FID US BD INDX MUTUAL FUNDS | — | — | — | $168K | 0.8% | |
| AMFDS INFL LNKD BD R6 MUTUAL FUNDS | — | — | — | $154K | 0.7% | |
| JPM MRTG BCKD SEC R6 MUTUAL FUNDS | — | — | — | $149K | 0.7% | |
| PGIM TTL RTN BD R6 MUTUAL FUNDS | — | — | — | $144K | 0.6% | |
| DODGECOX INTL STK CLASS I MUTUAL FUNDS | — | — | — | $143K | 0.6% | |
| FID INTL INDX MUTUAL FUNDS | — | — | — | $141K | 0.6% | |
| FNKLNTMP GLBL BD ADV MUTUAL FUNDS 3 GDMNSCS GQGPTNRINTLOPPR R6 MUTUAL FUNDS | — | — | — | $140K | 0.6% | |
| NW LOOMIS ALLCAP GR R6 MUTUAL FUNDS | — | — | — | $130K | 0.6% | |
| DFA EMRG MKTS CORE EQ 2 PORTFOLIO MUTUAL FUNDS | — | — | — | $119K | 0.5% | |
| JPM LGCAP GR R6 MUTUAL FUNDS | — | — | — | $119K | 0.5% | |
| FED HRMS INST HIYLDBD INST MUTUAL FUNDS | — | — | — | $118K | 0.5% | |
| JPM EQ INC R5 MUTUAL FUNDS | — | — | — | $113K | 0.5% | |
| BAIRD ST BD INST MUTUAL FUNDS | — | — | — | $107K | 0.5% | |
| PIMCO REAL RTN INST MUTUAL FUNDS | — | — | — | $94K | 0.4% | |
| AB GLBL BD I MUTUAL FUNDS | — | — | — | $92K | 0.4% | |
| BLKRK HI YLD PORTFOLIO - INSTITUTIONAL MUTUAL FUNDS | — | — | — | $84K | 0.4% | |
| TROWEPR SPCTRMMODGRALLOC MUTUAL FUNDS | — | — | — | $77K | 0.3% | |
| MFS MDCAP GR R6 MUTUAL FUNDS | — | — | — | $69K | 0.3% | |
| PRNCPL GLBL REALEST INST MUTUAL FUNDS | — | — | — | $69K | 0.3% | |
| DFA US TRGT VAL INST MUTUAL FUNDS 73 DIAMOND HILL MDCAP I MUTUAL FUNDS | — | — | — | $69K | 0.3% | |
| COL CONV SEC INST2 MUTUAL FUNDS | — | — | — | $58K | 0.3% | |
| PIMCO COMDTYREALRTNSTRAT A MUTUAL FUNDS | — | — | — | $57K | 0.3% | |
| GDMNSCS INSMCPINSIGHT INST MUTUAL FUNDS | — | — | — | $54K | 0.2% | |
| PRNCPL MDCAP VAL I INST MUTUAL FUNDS 64 TROWEPR HLTH SCNC MUTUAL FUNDS | — | — | — | $26K | 0.1% | |
| JPM SMCAP VAL A MUTUAL FUNDS 701 LEGGM CLRBRDG LGCAP GR A MUTUAL FUNDS | — | — | — | $5K | <0.1% | |
| DFA US LGCAP VAL INST MUTUAL FUNDS | — | — | — | $3K | <0.1% | |
| COL SEL LGCAP GR INST2 MUTUAL FUNDS | — | — | — | $3K | <0.1% | |
| NYLI MACKAY TOTAL RETURN BOND FD MUTUAL FUNDS | — | — | — | $3K | <0.1% | |
| NUVN HI YLD INC A MUTUAL FUNDS | — | — | — | $2K | <0.1% | |
| JPM EQ INC A MUTUAL FUNDS | — | — | — | $2K | <0.1% | |
| HARBOR INTL INST MUTUAL FUNDS | — | — | — | $2K | <0.1% | |
| AMFDS AMCAP R6 MUTUAL FUNDS | — | — | — | $2K | <0.1% | |
| PRUDNTL TTL RTN BD A MUTUAL FUNDS | — | — | — | $2K | <0.1% | |
| PRUDNTL GLBL REALEST A MUTUAL FUNDS | — | — | — | $1K | <0.1% | |
| DFA INFL PRTCT SEC INST MUTUAL FUNDS | — | — | — | $1K | <0.1% | |
| AMCENT SHTDRINFLPRTBD R5 MUTUAL FUNDS | — | — | — | $1K | <0.1% |