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Original filing (PDF)20251009075658NAL0003408211001
CHILDSERVE INC
Form 5500
FILING_RECEIVED
CHILDSERVE EMPLOYEE RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,558
Accounts w/ balance
920
Plan assets (EOY)
$40.9M
Net assets (EOY)
$40.9M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 46 bps in Schedule C fees — 59% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILDSERVE INC.
Plan sponsor
Name
CHILDSERVE INC
EIN
42-1271420
Address
5406 MERLE HAY RD · JOHNSTON, IA · 501311209
Phone
(515) 270-2205
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP CERTIFIED PUBLIC ACCOUNTANT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| WELLTH ADVISORY SERVICES, LLC | 99-2539506 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $183K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY LLP | 42-1271420 | — | ACCOUNTANT | $5K | — |
Investments
17 direct securities· $40.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SELF-DIRECTED BROKERAGE ACCT | — | — | $0 | $7.2M | 17.7% | |
| Invesco Int Sm-Md Comp R6 Fund | — | — | $0 | $5.5M | 13.6% | |
| LAZARD EM MKT EQ ADV PORT I FD | — | — | $0 | $5.5M | 13.5% | |
| Fidelity Sm Cap Index Fund | — | — | $0 | $5.0M | 12.4% | |
| Putnam Large Cap Value R6 Fund | — | — | $0 | $4.0M | 9.9% | |
| Fidelity 500 Index Fund | — | — | $0 | $2.0M | 5.0% | |
| MFS Intl Diversification R6 Fd | — | — | $0 | $1.5M | 3.6% | |
| MFS Mid-Cap Growth R6 Fund | — | — | $0 | $1.5M | 3.6% | |
| Franklin Small Cap Value R6 Fd | — | — | $0 | $1.4M | 3.4% | |
| Fidelity Mid Cp Index Fund | — | — | $0 | $1.4M | 3.3% | |
| Guggenheim Ttl Ret Bnd Inst Fd | — | — | $0 | $1.3M | 3.1% | |
| Fidelity Advisr Intrnl Gr Z Fd | — | — | $0 | $1.3M | 3.1% | |
| Princ SmallCap Growth I R6 Fd | — | — | $0 | $1.0M | 2.5% | |
| AB Large Cap Growth Z Fund | — | — | $0 | $845K | 2.1% | |
| American Centur Mid-Cap Val R6 | — | — | $0 | $804K | 2.0% | |
| PRIN FIXED INC GUAR OPTION | — | — | $0 | $366K | 0.9% | |
| American Funds NewPrsp R6 Fnd | — | — | $0 | $135K | 0.3% |
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