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Original filing (PDF)20251015130714NAL0009737618001
MENTAL HEALTH FOR CHILDREN, INC.
Form 5500
FILING_RECEIVED
RIVERVIEW CENTER FOR GROWTH 403(B) PLAN
403(b) retirement plan
Signals · 2
~154 bps in Sched C fees9 service providers
Active participants
111
Accounts w/ balance
149
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 154 bps in Schedule C fees — 196% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MENTAL HEALTH FOR CHILDREN, INC..
Plan sponsor
Name
MENTAL HEALTH FOR CHILDREN, INC.
DBA
THE CHILD CENTER, INC.
EIN
23-7169042
Address
3995 MARCOLA ROAD · SPRINGFIELD, OR · 97477
Phone
(541) 726-1465
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
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KERNUTT STOKES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsRecordkeeper
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $18K | — |
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $494 | — |
| NATIONWIDE | 31-4156860 | COLUMBUS, OH | RECORDKEEPER | $381 | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC-RPCP | 95-2834236 | SAN DIEGO, CA | INVESTMENT ADVISORY | $25K | — |
| IRON FIDUCIARY | 99-9552241 | COLUMBUS, OH | INVESTMENT ADVISORY | $2K | — |
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $67 | — |
| GWENDOLYN OCONNELL | 57-3043600 | EUGENE, OR | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| O'CONNELL PENSION CONSULTING | 41-2064284 | EUGENE, OR | CONTRACT ADMINISTRATOR | $19K | — |
| OCONNELL PENSION CONSULTING | 41-2064284 | EUGENE, OR | CONTRACT ADMINISTRATOR | $54 | — |
Investments
40 direct securities· $4.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| REGISTERED INVESTMENT COMPANIES Nuveen Lifecycle Index 2035 Fund Registered Investment Company | — | — | — | $570K | 13.6% | |
| State Street Balanced Index Fund Registered Investment Company | — | — | — | $499K | 11.9% | |
| Nuveen Lifecycle Index 2040 Fund Registered Investment Company | — | — | — | $465K | 11.1% | |
| Putnam Large Cap Growth Fund Class Y Registered Investment Company | — | — | — | $341K | 8.1% | |
| Vanguard Windsor Fund Admiral Registered Investment Company | — | — | — | $335K | 8.0% | |
| Nuveen Lifecycle Index 2055 Fund Registered Investment Company | — | — | — | $291K | 6.9% | |
| Nuveen Lifecycle Index 2025 Fund Registered Investment Company | — | — | — | $284K | 6.8% | |
| Standard Insurance Company General Account Fixed Annuity Contract | — | — | — | $244K | 5.8% | |
| Nuveen Lifecycle Index 2050 Fund Registered Investment Company | — | — | — | $196K | 4.7% | |
| Nuveen Lifecycle Index 2045 Fund Registered Investment Company | — | — | — | $181K | 4.3% | |
| Nuveen Lifecycle Index 2030 Fund Registered Investment Company | — | — | — | $111K | 2.6% | |
| BlackRock Total Return Fund Registered Investment Company ** 124 Vanguard International Growth Fund Registered Investment Company ** 121 AB Global Bond Fund Registered Investment Company ** 42 * Notes receivable from participants Bearing interest at 5.25%-10.50% - | — | — | — | $102K | 2.4% | |
| DFA International Large Cap Growth Portfolio Registered Investment Company | — | — | — | $97K | 2.3% | |
| Nationwide Geneva Small Cap Growth Fund Registered Investment Company | — | — | — | $80K | 1.9% | |
| Nuveen Lifecycle Index 2060 Fund Registered Investment Company | — | — | — | $74K | 1.8% | |
| Federated Hermes Institutional High Yield Bond Fund Registered Investment Company | — | — | — | $70K | 1.7% | |
| Nuveen Lifecycle Index 2020 Fund Registered Investment Company | — | — | — | $50K | 1.2% | |
| Artisan International Value Fund Registered Investment Company | — | — | — | $39K | 0.9% | |
| Nuveen Lifecycle Index 2065 Fund Registered Investment Company | — | — | — | $30K | 0.7% | |
| Baird Core Plus Bond Fund Registered Investment Company | — | — | — | $26K | 0.6% | |
| PIMCO International Bond Fund Registered Investment Company | — | — | — | $19K | 0.5% | |
| Vanguard Short-Term Federal Fund Registered Investment Company | — | — | — | $16K | 0.4% | |
| Cohen & Steers Real Estate Securities Fund Registered Investment Company | — | — | — | $7K | 0.2% | |
| Federal Government Obligations Fund Registered Investment Company | — | — | — | $5K | 0.1% | |
| Nuveen Lifecycle Index 2015 Fund Registered Investment Company | — | — | — | $5K | 0.1% | |
| Macquarie Science Technology Fund Registered Investment Company | — | — | — | $3K | <0.1% | |
| American Funds American Balanced Fund Registered Investment Company | — | — | — | $3K | <0.1% | |
| Hennessy Gas Utility Investor Fund Registered Investment Company | — | — | — | $3K | <0.1% | |
| American Funds New World Fund Registered Investment Company | — | — | — | $2K | <0.1% | |
| Nuveen Lifecycle Index Retirement Income Fund Registered Investment Company | — | — | — | $2K | <0.1% | |
| DFA Global Real Estate Securities Port Fund Registered Investment Company | — | — | — | $2K | <0.1% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $2K | <0.1% | |
| JPMorgan Equity Income Fund Registered Investment Company | — | — | — | $1K | <0.1% | |
| Dodge & Cox International Stock Fund Registered Investment Company | — | — | — | $1K | <0.1% | |
| Fidelity International Index Fund Registered Investment Company | — | — | — | $1K | <0.1% | |
| Goldman Sachs GQG Partners International Registered Investment Company | — | — | — | $1K | <0.1% | |
| Nationwide Loomis All Cap Growth Fund Registered Investment Company | — | — | — | $1K | <0.1% | |
| JPMorgan Large Cap Growth Fund Registered Investment Company | — | — | — | $1K | <0.1% | |
| Avantis US Large Cap Value Fund Registered Investment Company | — | — | — | $1K | <0.1% | |
| Avantis Emerging Markets Equity Fund Registered Investment Company | — | — | — | $1K | <0.1% |