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Original filing (PDF)20260130203315NAL0004710803001
HILLS & DALES CHILD DEVELOPMENT CENTER
Form 5500
FILING_RECEIVED
HILLS & DALES CHILD DEVELOPMENT CENTER 401(K) PLAN
401(k) retirement plan
Signals · 2
40% in single holdingNo recordkeeper disclosed
Active participants
257
Accounts w/ balance
321
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
6 pooled trusts
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
80
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: AT 95/5 TARGET ALLOCATION (no filing on disk)]" is 40% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILLS & DALES CHILD DEVELOPMENT CENTER.
Plan sponsor
Name
HILLS & DALES CHILD DEVELOPMENT CENTER
EIN
42-1388270
Address
1011 DAVIS STREET · DUBUQUE, IA · 52001
Phone
(563) 556-7878
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-30
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)
2A · Age/service weighted or new comparability
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BAC CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | DUBUQUE, IA | NONE | $50K | — |
Investments
6 pooled funds· $9.1M(57% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AT 95/5 TARGET ALLOCATION AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001 | Common Collective Trust | — | — | $3.6M | 22.5% | |
| AT 80/20 TARGET ALLOCATION AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001 | Common Collective Trust | — | — | $2.4M | 15.0% | |
| AT STABLE VALUE II AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001 | Common Collective Trust | — | — | $1.7M | 10.5% | |
| AT 60/40 TARGET ALLOCATION AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001 | Common Collective Trust | — | — | $808K | 5.1% | |
| AT 20/80 TARGET ALLOCATION AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001 | Common Collective Trust | — | — | $389K | 2.4% | |
| AT 40/60 TARGET ALLOCATION AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001 | Common Collective Trust | — | — | $226K | 1.4% |
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