How big is The Southwestern Child Develop's plan?

The Southwestern Child Develop's plan reported $2.9M in assets and 141 participants for 2023.

Original filing (PDF)20251015120951NAL0006207952001

The Southwestern Child Develop

Name: The Southwestern Child Develop — 401(k) Profit, Form 5500 (2023)
Creator: The Southwestern Child Develop
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(k) Profit Sharing Plan for Employees of the Southwestern Child Development Commission, Inc.

401(k) retirement plan · The Southwestern Child Develop's 401(k) Profit Sharing Plan for Employees of the Southwestern Child Development Commission, Inc. held $2.9M in plan assets for 141 participants in 2023.

Signals · 2

Late filing · 11.0 moNo recordkeeper disclosed

Active participants

141

Accounts w/ balance

126

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Stephanie Lovedahl signed The Southwestern Child Develop's 2023 Form 5500 as plan administrator.

Stephanie Lovedahl — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Southwestern Child Develop's EIN is 23-7181553.

EIN 23-7181553

Plan number 002

Plan year 2023

ACK ID 20251015120951NAL0006207952001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Southwestern Child Develop from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Southwestern Child Develop's plan includes a 401(k) feature, profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SOUTHWESTERN CHILD DEVELOP.

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

69 securities

funds · stocks · CUSIPs

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

Plan health score

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 11.0 months past the 10.5-month grace window.

Helping the score

Below-peer total plan cost (89th percentile).

Plan sponsor

Name

THE SOUTHWESTERN CHILD DEVELOP

EIN

all filings

Address

PO BOX 250 · WEBSTER, NC · 287880250

Phone

(828) 586-5561

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CARTER, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Insurance

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	INSURANCE CARRIER	$962	—

Investments

69 direct securities · 1 pooled fund· $5.3M(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.

Pooled Separate Account

$2.4M

1 holding

Other securities

$897K

40 holdings

Mutual Funds

$863K

16 holdings

Other

$475K

1 holding

Stable Value

$452K

1 holding

Common Collective Trusts

$209K

8 holdings

Bonds / Notes

$13K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Invesco$470K Vanguard$211K Fidelity$200K T. Rowe Price$142K American Century$77K Dodge & Cox$21K American Funds (Capital Group)$20K Eaton Vance / Calvert$16K PIMCO$15K

Related plans

Other plans using Mutual of America Investment Corp.

Illinois Institute of Technology

Illinois Institute of Technology Tax Deferred Annuity Plan

$598.0M · 1,035 participants

Employshare, Inc.

Employshare, Inc. 401(k) Profit Sharing Plan

$78.0M · 671 participants

Sea-MAR Community Health Centers

Employee Benefit Plan of Sea-MAR Community Health Centers

$73.3M · 2,704 participants

Baldor Specialty Foods, Inc.

Baldor Specialty Foods, Inc. 401(k) Profit Sharing Plan

$67.6M · 3,399 participants

Special Service for Groups, Inc.

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$2.4M	83.7%
[Assets held in pooled separate account]	Other	—	—	$475K	16.3%
Collective Trust Funds Invesco Stable Value Trust - Class A1	Stable Value	—	—	$452K	15.5%
s * Mutual of America Equity Index Fund	Mutual Funds	—	—	$365K	12.6%
Mutual of America Mid-Cap Equity Index Fund	Common Collective Trusts	—	—	$140K	4.8%
Fidelity Advisor New Insights Z	Mutual Funds	—	—	$126K	4.3%
T. Rowe Price Blue Chip Growth Fund I Class	Other securities	—	—	$119K	4.1%
DWS Capital Growth Fund - Class R6	Other securities	—	—	$107K	3.7%
American Century Heritage Fund R6 Class	Other securities	—	—	$77K	2.6%
Mutual of America All America Fund	Other securities	—	—	$76K	2.6%
Vanguard International Growth Fund Admiral Shares	Mutual Funds	—	—	$62K	2.1%
Vanguard Treasury Money Market Fund Investor	Mutual Funds	—	—	$60K	2.1%
Mutual of America Small Cap Growth Fund	Other securities	—	—	$51K	1.8%
Vanguard Windsor II Fund Admiral Shares	Mutual Funds	—	—	$51K	1.7%
Mutual of America Small Cap Value Fund	Other securities	—	—	$47K	1.6%
Fidelity Advisor Mid Cap II Z	Mutual Funds	—	—	$41K	1.4%
s (Continued) * Mutual of America Money Market Fund	Mutual Funds	—	—	$37K	1.3%
Mutual of America Clear Passage 2025	Other securities	—	—	$36K	1.2%
Mutual of America 2040 Retirement Fund	Other securities	—	—	$33K	1.1%
Fidelity Advisor Equity Income Z	Mutual Funds	—	—	$33K	1.1%
Mutual of America 2030 Retirement Fund	Other securities	—	—	$32K	1.1%
Mutual of America Small Cap Equity Index Fund	Common Collective Trusts	—	—	$28K	1.0%
Mutual of America 2035 Retirement Fund	Other securities	—	—	$28K	0.9%
Mutual of America 2045 Retirement Fund	Other securities	—	—	$25K	0.8%
Mutual of America 2050 Retirement Fund	Other securities	—	—	$24K	0.8%
Mutual of America Retirement Income Fund	Other securities	—	—	$23K	0.8%
Vanguard Real Estate Index Fund Admiral Shares	Common Collective Trusts	—	—	$21K	0.7%
Dodge & Cox Stock Fund Class I	Mutual Funds	—	—	$21K	0.7%
Invesco Main Street Fund Class R6	Mutual Funds	—	—	$19K	0.6%
Mutual of America Mid Cap Value Fund	Other securities	—	—	$18K	0.6%
Mutual of America Aggressive Allocation Fund	Other securities	—	—	$17K	0.6%
T. Rowe Price Spectrum Moderate Allocation Fund I Class	Other securities	—	—	$16K	0.6%
Mutual of America Bond Fund	Other securities	—	—	$16K	0.5%
Mutual of America Mid-Term Bond Fund	Other securities	—	—	$15K	0.5%
PIMCO Real Return Fund Institutional Class	Mutual Funds	—	—	$15K	0.5%
Mutual of America 2060 Retirement Fund	Other securities	—	—	$14K	0.5%
Mutual of America Moderate Allocation Fund	Other securities	—	—	$13K	0.5%
Mutual of America Life Insurance Company Participant loans (260 contracts with interest rates ranging from 4.25% to 6.50% and maturities ranging	Bonds / Notes	—	—	$13K	0.4%
Vanguard Total Bond Market Index Fund Admiral	Common Collective Trusts	—	—	$13K	0.4%
Delaware Small Cap Value Fund Class R6	Other securities	—	—	$12K	0.4%
American Funds New World Fund Class R-6	Mutual Funds	—	—	$11K	0.4%
Harbor Capital Appreciation Fund Retirement Class	Other securities	—	—	$10K	0.3%
Mutual of America Conservative Allocation Fund	Other securities	—	—	$9K	0.3%
Mutual of America 2055 Retirement Fund	Other securities	—	—	$9K	0.3%
American Funds Washington Mutual Investors Fund R6	Mutual Funds	—	—	$9K	0.3%
MFS Mid Cap Value Fund Class R6	Mutual Funds	—	—	$8K	0.3%
Mutual of America International Fund	Other securities	—	—	$8K	0.3%
Mutual of America 2020 Retirement Fund	Other securities	—	—	$8K	0.3%
Mutual of America Composite Fund	Other securities	—	—	$8K	0.3%
Calvert Balanced Fund Class R6	Other securities	—	—	$7K	0.2%

1–50 of 70

1 / 2