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Original filing (PDF)20251014183938NAL0003584529001
THE CHILDREN'S COLLECTIVE, INC.
Form 5500
FILING_RECEIVED
THE CHILDREN'S COLLECTIVE, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
47% in single holding
Active participants
96
Accounts w/ balance
110
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.0M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
76
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Equitable Financial Life Insurance Company Guaranteed Interest Option" is 47% of plan.
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CHILDREN'S COLLECTIVE, INC..
Plan sponsor
Name
THE CHILDREN'S COLLECTIVE, INC.
EIN
23-7068446
Address
8616 SOUTH LATIJERA BLVD, SUITE 100 · LOS ANGELES, CA · 90045
Phone
(310) 733-4388
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA EQUITABLE LIFE INSURANCE COMPAN | 13-5570651 | LOS ANGELES, CA | RECORD-KEEPER | $1K | — |
Investments
34 direct securities · 1 pooled fund· $9.4M(100% 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.
Uncategorized
$6.2M
34 holdings
Pooled Separate Account
$3.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT 48 AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $3.2M | 51.7% | |
| Equitable Financial Life Insurance Company Guaranteed Interest Option | — | — | — | $2.9M | 47.1% | |
| Equitable Financial Life Insurance Company AXA Moderate Allocation | — | — | — | $685K | 11.1% | |
| Equitable Financial Life Insurance Company AXA Aggressive Allocation | — | — | — | $477K | 7.7% | |
| Equitable Financial Life Insurance Company AXA Moderate-Plus Allocation | — | — | — | $413K | 6.7% | |
| Equitable Financial Life Insurance Company EQ/Common Stock Index | — | — | — | $361K | 5.9% | |
| Equitable Financial Life Insurance Company AXA Conservative-Plus Allocation | — | — | — | $276K | 4.5% | |
| Equitable Financial Life Insurance Company Multimanager Aggressive Equity | — | — | — | $209K | 3.4% | |
| Equitable Financial Life Insurance Company AXA Large Cap Value Managed Volatility | — | — | — | $129K | 2.1% | |
| Equitable Financial Life Insurance Company AXA Global Equity Managed Volatility | — | — | — | $79K | 1.3% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $74K | 1.2% | |
| Equitable Financial Life Insurance Company EQ/VT GAMCO Small Company Value | — | — | — | $63K | 1.0% | |
| Equitable Financial Life Insurance Company EQ/Janus Enterprise | — | — | — | $57K | 0.9% | |
| Equitable Financial Life Insurance Company AXA Mid Cap Value Managed Volatility | — | — | — | $52K | 0.9% | |
| Equitable Financial Life Insurance Company AXA/AB Small Cap Growth | — | — | — | $52K | 0.8% | |
| Equitable Financial Life Insurance Company EQ/International Equity Index | — | — | — | $50K | 0.8% | |
| Equitable Financial Life Insurance Company EQ/Large Cap Value Index | — | — | — | $44K | 0.7% | |
| Equitable Financial Life Insurance Company EQ/American Century Mid Cap Val | — | — | — | $29K | 0.5% | |
| Equitable Financial Life Insurance Company AXA Balanced Strategy | — | — | — | $22K | 0.4% | |
| Equitable Financial Life Insurance Company EQ/JP Morgan Growth Stock | — | — | — | $22K | 0.4% | |
| Equitable Financial Life Insurance Company EQ/Large Cap Growth Index ** 8 * Equitable Financial Life Insurance Company EQ/MFS International Growth ** 9 * Equitable Financial Life Insurance Company AXA/AB Dynamic Moderate Growth | — | — | — | $22K | 0.4% | |
| Equitable Financial Life Insurance Company AXA/Horizon Small Cap Value | — | — | — | $22K | 0.3% | |
| Equitable Financial Life Insurance Company EQ/Equity 500 Index | — | — | — | $19K | 0.3% | |
| Equitable Financial Life Insurance Company AXA Large Cap Growth Managed Volatility | — | — | — | $19K | 0.3% | |
| Equitable Financial Life Insurance Company EQ/Aggressive Growth Strategy | — | — | — | $16K | 0.3% | |
| Equitable Financial Life Insurance Company EQ/IVY Mid Cap Growth | — | — | — | $14K | 0.2% | |
| Equitable Financial Life Insurance Company EQ/Oppenheimer Global | — | — | — | $10K | 0.2% | |
| Equitable Financial Life Insurance Company EQ/MFS International Value | — | — | — | $9K | 0.1% | |
| Equitable Financial Life Insurance Company EQ/JPMorgan Value Opportunities | — | — | — | $9K | 0.1% | |
| Equitable Financial Life Insurance Company EQ/Fidelity Institutional AM Large Cap Portfolio Class K | — | — | — | $8K | 0.1% | |
| Equitable Financial Life Insurance Company Fidelity VIP Mid Cap | — | — | — | $6K | 0.1% | |
| Equitable Financial Life Insurance Company EQ/Boston Advisors Equity Income | — | — | — | $3K | <0.1% | |
| Equitable Financial Life Insurance Company AXA International Value Managed Volatility | — | — | — | $3K | <0.1% | |
| Equitable Financial Life Insurance Company EQ/Mid Cap Index | — | — | — | $3K | <0.1% | |
| Equitable Financial Life Insurance Company EQ/Core Bond Index | — | — | — | $3K | <0.1% |