Original filing (PDF)20251008100105NAL0009526752001

Child Guidance & Family Solutions

Name: Child Guidance & Family Solutions — Child Guidance &, Form 5500 (2024)
Creator: Child Guidance & Family Solutions
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Child Guidance & Family Solutions 401(k) Retirement Savings Plan

401(k) retirement plan · Child Guidance & Family Solutions' Child Guidance & Family Solutions 401(k) Retirement Savings Plan held $9.0M in plan assets for 117 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Active participants

117

Accounts w/ balance

206

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

How this plan invests

This plan

28 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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CHILD GUIDANCE & FAMILY SOLUTIONS

EIN

34-0726083all filings

Address

18 N. FORGE ST. · AKRON, OH · 44304

Phone

(330) 762-0591

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	—	IRVINE, CA	RECORDKEEPER	$20K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GALLAGHER BENEFIT SERVICES INC. DBA	—	CLEVELAND, OH	INVESTMENT ADVISOR	$24K	—

Investments

28 direct securities· $9.0M(100% of reported assets)

Mutual Funds

$8.7M

23 holdings

Other securities

$188K

3 holdings

Common Stocks

$132K

1 holding

Common Collective Trusts

$17K

1 holding

					% of plan
American Funds Washington Mutual Fund	Mutual Funds	—	—	$1.9M	21.4%
DFA US Large Cap Growth Instl	Mutual Funds	—	—	$1.1M	12.2%
American Funds Balanced Fund	Mutual Funds	—	—	$985K	11.0%
American Funds New Perspective Fund	Mutual Funds	—	—	$962K	10.7%
American Funds US Govt Money Market Fund	Mutual Funds	—	—	$774K	8.6%
American Funds New Economy Fund	Mutual Funds	—	—	$767K	8.5%
American Funds 2050 Target Date Fund	Mutual Funds	—	—	$473K	5.3%
American Funds Capital Income Building Fund	Mutual Funds	—	—	$297K	3.3%
Vanguard Inflation-Protected Securities Fund	Mutual Funds	—	—	$294K	3.3%
American Funds Small Cap World Fund	Mutual Funds	—	—	$292K	3.2%
Fidelity Total Bond Fund	Mutual Funds	—	—	$266K	3.0%
AllianceBernstein Discovery Growth Fund	Other securities	—	—	$136K	1.5%
American Funds 2055 Target Date Fund	Mutual Funds	—	—	$133K	1.5%
Victory Sycamore Small Company Opportunity Fund	Common Stocks	—	—	$132K	1.5%
American Funds New World Fund	Mutual Funds	—	—	$89K	1.0%
American Funds 2040 Target Date Fund	Mutual Funds	—	—	$65K	0.7%
American Funds 2060 Target Date Fund	Mutual Funds	—	—	$45K	0.5%
BlackRock Health Sciences Opportunity Fund	Other securities	—	—	$40K	0.4%
Fidelity Advisory International Growth Fund	Mutual Funds	—	—	$36K	0.4%
American Funds 2030 Target Date Fund	Mutual Funds	—	—	$32K	0.4%
American Funds 2035 Target Date Fund	Mutual Funds	—	—	$32K	0.4%
American Funds 2045 Target Date Fund	Mutual Funds	—	—	$27K	0.3%
American Funds 2020 Target Date Fund	Mutual Funds	—	—	$26K	0.3%
American Funds 2065 Target Date Fund	Mutual Funds	—	—	$19K	0.2%
American Funds High-Income Trust Fund	Common Collective Trusts	—	—	$17K	0.2%
ClearBridge Small Cap Growth Fund	Other securities	—	—	$12K	0.1%
American Funds 2015 Target Date Fund	Mutual Funds	—	—	$10K	0.1%
American Funds 2025 Target Date Fund	Mutual Funds	—	—	$5K	<0.1%