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Original filing (PDF)20250224120325NAL0007466467001
CHILD DEVELOPMENT ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
CHILD DEVELOPMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
260
Accounts w/ balance
350
Plan assets (EOY)
$40.8M
Net assets (EOY)
$40.8M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILD DEVELOPMENT ASSOCIATES, INC..
Plan sponsor
Name
CHILD DEVELOPMENT ASSOCIATES, INC.
EIN
33-0050042
Address
180 OTAY LAKES ROAD, SUITE 310 · BONITA, CA · 91902
Phone
(619) 427-4411
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-02-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
JGD & ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | 46-0464047 | IRVINE, CA | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL ANALYSTS LLC | — | WYNOTE, PA | INVESTMENT ADVISOR | $23K | — |
TPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES | — | WALTHAM, MA | CONTRACT ADMIN | $23K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | CHICAGO, IL | CONTRACT ADMIN | $6K | — |
| PREMIER PLAN CONSULTANTS, INC | — | SAN DIEGO, CA | CONTRACT ADMIN | $3K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JGD & ASSOCIATES | 95-3132551 | SAN DIEGO, CA | AUDITOR | $11K | — |
Investments
1 pooled fund· $2.3M(6% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FEDERATED HERMES CAPITAL PRESEVERAT FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | $2.3M | 5.5% |
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