Back to filter
Original filing (PDF)20260205073737NAL0006421251001
CAROLE ROBERTSON CENTER FOR LEARNING
Form 5500
FILING_RECEIVED
CAROLE ROBERTSON CENTER FOR LEARNING RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
48% in single holdingNo recordkeeper disclosed
Active participants
304
Accounts w/ balance
306
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
1 pooled trust
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
76
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard LifeStrategy Conservative Growth" is 48% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAROLE ROBERTSON CENTER FOR LEARNING.
Plan sponsor
Name
CAROLE ROBERTSON CENTER FOR LEARNING
EIN
36-2882124
Address
1111 S WESTERN AVE STE B · CHICAGO, IL · 60612
Phone
(312) 243-7300
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-05
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)
Auditor
EIFEL RAMBO ADVISORY GROUP, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | — | — |
Investments
13 direct securities · 1 pooled fund· $8.8M(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
$4.4M
1 holding
Uncategorized
$4.3M
12 holdings
Common Collective Trusts
$43K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $4.4M | 98.5% | |
| Vanguard LifeStrategy Conservative Growth | — | — | — | $2.1M | 46.9% | |
| Vanguard LifeStrategy Growth | — | — | — | $711K | 16.0% | |
| Vanguard LifeStrategy Modified Growth | — | — | — | $570K | 12.8% | |
| Fidelity Large Cap Growth | — | — | — | $249K | 5.6% | |
| Securian AM S&P 500 Index | — | — | — | $165K | 3.7% | |
| TIAA-CREF International Equity Index | — | — | — | $140K | 3.2% | |
| Vanguard Long Term Investment Grade 73 MFS Mid Cap Growth MFS Mid Cap Growth | — | — | — | $139K | 3.1% | |
| Charles Schwab Fundamental US Large Company Index | — | — | — | $108K | 2.4% | |
| Vanguard Extended Market Index | — | — | — | $79K | 1.8% | |
| Columbia Select Short Corp Inc | — | — | — | $51K | 1.1% | |
| Funds Minnesota Life General Account | Common Collective Trusts | — | — | $43K | 1.0% | |
| Blackrock Sustainable Advantage Large Cap Core | — | — | — | $25K | 0.6% | |
| Securian AM Money Market | — | — | — | $15K | 0.3% |
Related plans
Other plans using STANCORP FINANCIAL GROUP
STANDARD INSURANCE COMPANY
THE STANDARD 401(K) PLAN
$1.3B · 4,268 participants
BERRY GLOBAL, INC.
BERRY GLOBAL EMPLOYEES 401(K) RETIREMENT PLAN
$1.1B · 17,041 participants
MICHAEL BAKER INTERNATIONAL HOLDCO CORPORATION
MICHAEL BAKER INTERNATIONAL 401(K) PLAN
$933.4M · 3,807 participants
GHD INC.
GHD INC. 401(K) EMPLOYEES' SAVINGS PLAN
$476.8M · 2,044 participants
AWC, INC.
AWC, INC. EMPLOYEES' SAVINGS PLAN
$423.5M · 616 participants
POET BIOREFINING LLC
POET 401(K) PLAN
$265.7M · 2,397 participants
Similar-size Health Care & Social Assistance plans
E. M. EDUCATION, LTD DBA CHILDREN'S HOUSE OF LOS ALTOS
CHILDREN'S HOUSE OF LOS ALTOS PROFIT SHARING PLAN
$4.4M · 27 participants
MILE HIGH MONTESSORI EARLY LEARNING CENTERS
MILE HIGH EARLY LEARNING 401(K) PLAN
$4.5M · 167 participants
TRI-COUNTY CHILD & FAMILY DEVELO
TRI-COUNTY CHILD & FAMILY DEVELOPMENT COUNCIL, INC.401(K)
$4.3M · 58 participants
HORIZON ACTIVITIES CENTERS
HORIZON ACTIVITIES CENTERS 403B DC PLAN
$4.3M · 445 participants
SISKIN MEMORIAL FOUNDATION
SISKIN MEMORIAL FOUNDATION 403(B) PLAN
$4.3M · 166 participants
PREMIER EARLY CHILDHOOD EDUCATION PARTNERS LLC
PREMIER EARLY CHILDHOOD EDUCATION PARTNERS LLC 401K PLAN
$4.6M · 2,869 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B