How big is Miami Valley Child Development Centers, Inc.'s plan?

Miami Valley Child Development Centers, Inc.'s plan reported $29.1M in assets and 395 participants for 2024.

Original filing (PDF)20251010094157NAL0004117603001

Miami Valley Child Development Centers, Inc.

Name: Miami Valley Child Development Centers, Inc. — Form 5500 Plan 001 (2024)
Creator: Miami Valley Child Development Centers, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Miami Valley Child Development Centers, Inc. 401(k) Plan

401(k) retirement plan · Miami Valley Child Development Centers, Inc.'s Miami Valley Child Development Centers, Inc. 401(k) Plan held $29.1M in plan assets for 395 participants in 2024, with Newport Group as recordkeeper.

Signals · 2

Late participant contributions28% in single holding

Active participants

395

Accounts w/ balance

643

Plan assets (EOY)

$29.1M

Net assets (EOY)

$29.1M

People on this filing

Trevor Chuna signed Miami Valley Child Development Centers, Inc.'s 2024 Form 5500 as plan administrator.

Trevor Chuna — 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

Miami Valley Child Development Centers, Inc.'s EIN is 31-0713127.

EIN 31-0713127

Plan number 001

Plan year 2024

ACK ID 20251010094157NAL0004117603001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Miami Valley Child Development Centers, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Miami Valley Child Development Centers, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MIAMI VALLEY CHILD DEVELOPMENT CENTERS, INC..

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How this plan invests

This plan

170 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Delinquent participant contributions reported (Schedule H 4a) — 50K (2% of contributions).
Total administrative cost in the bottom quartile of peers (17th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

MIAMI VALLEY CHILD DEVELOPMENT CENTERS, INC.

EIN

all filings

Address

215 HORACE STREET · DAYTON, OH · 45402

Phone

(937) 226-5664

Industry

Health Care & Social Assistance

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

CLARK, SCHAEFFER, HACKET & CO.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$85K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PNC INSTITUTIONAL ASSET MANAGEMENT	22-1146430	—	ADVISOR	$69K	—

Trustee

Investments

170 direct securities· $28.6M(98% of reported assets)

Common Collective Trusts

$8.9M

4 holdings

Other securities

$8.8M

60 holdings

Mutual Funds

$7.4M

18 holdings

U.S. Treasuries

$2.0M

1 holding

Common Stocks

$993K

86 holdings

Bonds / Notes

$482K

1 holding

					% of plan
iShares S&P 500 Index K	Common Collective Trusts	—	$5.1M	$8.1M	28.0%
Baird Intermediate Fund	Other securities	—	$4.0M	$3.9M	13.4%
iShares Intermediate Government Bond Fund	U.S. Treasuries	—	$2.1M	$2.0M	6.8%
American Funds Target Date Retirement Fund 2040	Mutual Funds	—	—	$1.7M	5.8%
American Funds Target Date Retirement Fund 2030	Mutual Funds	—	—	$1.2M	4.3%
Wisdomtree US Quality Dividend I	Other securities	—	$594K	$711K	2.4%
Vanguard International Value	Mutual Funds	—	$635K	$667K	2.3%
American Funds Target Date Retirement Fund 2050	Mutual Funds	—	—	$546K	1.9%
American Funds Target Date Retirement Fund 2060	Mutual Funds	—	—	$513K	1.8%
Vanguard 500 Index Admiral Fund	Common Collective Trusts	—	—	$495K	1.7%
American Funds Target Date Retirement Fund 2020	Mutual Funds	—	—	$491K	1.7%
Participant loans, various maturity dates through 2028 with interest rates of 4.25%-9.50% -	Bonds / Notes	—	—	$482K	1.7%
Harbor Mid Cap Value	Other securities	—	$444K	$452K	1.6%
AMG RR Small Cap Value	Other securities	—	$401K	$431K	1.5%
Meridian Small Gap Growth	Other securities	—	$393K	$417K	1.4%
Metropolitan West Unconstrained Bond I	Other securities	—	$441K	$401K	1.4%
Ishares Core MSCI	Other securities	—	$378K	$376K	1.3%
American Funds Target Date Retirement Fund 2055	Mutual Funds	—	—	$346K	1.2%
American Funds Target Date Retirement Fund 2035	Mutual Funds	—	—	$339K	1.2%
American Funds Washington Mutual R6	Mutual Funds	—	—	$310K	1.1%
Seafarer Overseas Growth	Other securities	—	$295K	$296K	1.0%
American Funds Target Date Retirement Fund 2065	Mutual Funds	—	—	$289K	1.0%
American Funds Target Date Retirement Fund 2025	Mutual Funds	—	—	$285K	1.0%
Touchstone Sands	Other securities	—	$250K	$252K	0.9%
Pzena Emerging Markets Value	Other securities	—	$211K	$245K	0.8%
American Funds Target Date Retirement Fund 2045	Mutual Funds	—	—	$241K	0.8%
American Funds Growth Fund Class R6	Mutual Funds	—	—	$195K	0.7%
Vanguard Small Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$189K	0.6%
American Fund New Perspective	Other securities	—	—	$184K	0.6%
Vanguard interm-Term Bond Index Admiral Shares	Mutual Funds	—	—	$169K	0.6%
Federated Government Obligations Fund	Other securities	—	$139K	$139K	0.5%
American Balanced Fund Class R6	Other securities	—	—	$134K	0.5%
Blackrock Event Driven Equity Fund	Other securities	—	$127K	$133K	0.5%
Eaton Vance Global Macro Absolute Return I	Other securities	—	$128K	$127K	0.4%
Angel Oak Mult-Strategy Income	Other securities	—	$136K	$112K	0.4%
Vanguard Mid Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$91K	0.3%
American Beacon Managed Futures Strategy Fund	Other securities	—	$72K	$68K	0.2%
Vanguard Federal Money Market Fund	Mutual Funds	—	—	$52K	0.2%
Arch Capital Group Ltd.	Common Stocks	—	$21K	$38K	0.1%
Vanguard International Bond Market Fund	Mutual Funds	—	—	$37K	0.1%
Copart Inc	Common Stocks	—	$16K	$37K	0.1%
Gartner Inc	Common Stocks	—	$21K	$35K	0.1%
Brown & Brown, Inc.	Common Stocks	—	$19K	$35K	0.1%
DBS Group Holdings Ltd.	Common Stocks	—	$16K	$34K	0.1%
American Funds Target Date Retirement Fund 2015	Mutual Funds	—	—	$32K	0.1%
Taiwan Semiconductor	Other securities	—	$7K	$28K	<0.1%
Allianz SE	Common Stocks	—	$20K	$28K	<0.1%
Ross Stores, Inc.	Common Stocks	—	$16K	$26K	<0.1%
Sap Se	Common Stocks	—	$10K	$22K	<0.1%
HDFC Bank Ltd	Common Stocks	—	$20K	$22K	<0.1%