The Childsmiles Group, LLC's EIN is 46-4484591.
Download the official 2024 Form 5500 (PDF) for The Childsmiles Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Childsmiles Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP INC | 13-3036745 | — | NONE | $50K | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| S State Street Equity 500 Index K | Mutual Funds | — | $7K | $3.0M | 23.1% | |
| FID Freedom Index 2050 Premier | Mutual Funds | — | $63K | $1.6M | 12.6% | |
| FID Freedom Index 2055 Premier | Mutual Funds | — | $76K | $1.6M | 12.5% | |
| Vanguard Growth Index Fund Admiral | Common Collective Trusts | — | $5K | $968K | 7.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | $903K | $903K | 6.9% | |
| FID Freedom Index 2060 Premier | Mutual Funds | — | $39K | $711K | 5.4% | |
| FID Freedom Index 2045 Premier | Mutual Funds | — | $22K | $566K | 4.3% | |
| Ishares MSCI EAFE International Index K | Other securities | — | $27K | $405K | 3.1% | |
| FID Freedom Index 2040 Premier | Mutual Funds | — | $13K | $320K | 2.5% | |
| FID Freedom Index Income Premier | Mutual Funds | — | $27K | $318K | 2.4% | |
| Vanguard Intermediate Term Bond | Mutual Funds | — | $31K | $312K | 2.4% | |
| FID Freedom Index 2035 Premier | Mutual Funds | — | $11K | $262K | 2.0% | |
| Vanguard Mid Cap Index Admiral 723 | Mutual Funds | — | — | $236K | 1.8% | |
| Vanguard Small Cap Value Index ADM | Mutual Funds | — | $2K | $199K | 1.5% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | $1K | $143K | 1.1% | |
| FID Freedom Index 2025 Premier | Mutual Funds | — | $8K | $142K | 1.1% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | $1K | $119K | 0.9% | |
| FID Freedom Index 2030 Premier | Mutual Funds | — | $3K | $66K | 0.5% | |
| FID Freedom Index 2065 Premier | Mutual Funds | — | $2K | $30K | 0.2% | |
| Vanguard Emerging Markets Stock Index Admiral 793 | Mutual Funds | — | — | $29K | 0.2% | |
| Vanguard Value Index Fund Admiral 440 | Common Collective Trusts | — | — | $29K | 0.2% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS Self-Brokerage Accounts | Self-Directed Brokerage | — | $27K | $27K | 0.2% | |
| FID Freedom Index 2010 Premier | Mutual Funds | — | $2K | $26K | 0.2% | |
| Ishares Russell 1000 Large Cap 451 | Common Collective Trusts | — | — | $17K | 0.1% | |
| FID Freedom Index 2015 Premier 858 | Mutual Funds | — | — | $12K | <0.1% | |
| Ishares MSCI Total International Index K 771 | Other securities | — | — | $8K | <0.1% | |
| Vanguard Real Estate Index Admiral 41 | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Balance Index - Admiral 66 | Mutual Funds | — | — | $3K | <0.1% | |
| Nuveen Small Cap Blend Index 111 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
