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Original filing (PDF)20251014160642NAL0004483568001
CHILDRENS HEALTHCARE OF ATLANTA INC
Form 5500
FILING_RECEIVED
CHILDRENS HEALTHCARE OF ATLANTA INC SHARE PLAN
403(b) retirement plan
Active participants
14,999
Accounts w/ balance
20,863
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 10 bps in Schedule C fees — 96% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILDRENS HEALTHCARE OF ATLANTA INC.
Plan sponsor
Name
CHILDRENS HEALTHCARE OF ATLANTA INC
EIN
58-2367819
Address
1575 NORTHEAST EXPRESSWAY · ATLANTA, GA · 30329
Phone
(404) 785-0676
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $676K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $761K | — |
Investments
31 direct securities · 1 pooled fund· $1.5B(99% 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.
Uncategorized
$1.5B
31 holdings
Pooled Separate Account
$506K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity - Vanguard Total Stock Market Index Fund Institutional Shares 1,506,960 | — | — | — | $204.5M | 13.9% | |
| JPMorgan SmartRetirement Blend 2035 Fund Class R6 4,815,315 | — | — | — | $139.8M | 9.5% | |
| JPMorgan SmartRetirement Blend 2030 Fund Class R6 5,042,081 | — | — | — | $130.7M | 8.9% | |
| JPMorgan SmartRetirement Blend 2040 Fund Class R6 3,915,541 | — | — | — | $121.9M | 8.3% | |
| JPMorgan SmartRetirement Blend 2045 Fund Class R6 3,583,388 | — | — | — | $117.7M | 8.0% | |
| Fidelity Brokeragelink 92,754,775 | — | — | — | $106.2M | 7.2% | |
| JPMorgan SmartRetirement Blend 2050 Fund Class R6 3,168,802 | — | — | — | $104.7M | 7.1% | |
| JPMorgan SmartRetirement Blend 2055 Fund Class R6 2,509,163 | — | — | — | $82.4M | 5.6% | |
| JPMorgan SmartRetirement Blend 2025 Fund Class R6 3,280,956 | — | — | — | $75.4M | 5.1% | |
| JPMorgan SmartRetirement Blend 2060 Fund Class R6 2,893,875 | — | — | — | $74.2M | 5.1% | |
| VALIC Separate Account A General account | — | — | — | $56.3M | 3.8% | |
| Vanguard Total International Stock Index Fund Institutional Shares 433,369 | — | — | — | $54.9M | 3.7% | |
| PGIM Total Return Bond Fund Class R6 2,392,661 | — | — | — | $28.3M | 1.9% | |
| JPMorgan SmartRetirement Blend 2020 Fund Class R6 1,307,022 | — | — | — | $26.4M | 1.8% | |
| Vanguard Federal Money Market Fund 26,280,999 | — | — | — | $26.3M | 1.8% | |
| Vanguard Total Bond Market Index Fund Institutional Shares 2,512,704 | — | — | — | $23.8M | 1.6% | |
| TIAA-CREF General Account - Traditional Contract 103390 | — | — | — | $20.6M | 1.4% | |
| TIAA-CREF - TIAA CREF Stock R2 16,911 | — | — | — | $15.4M | 1.0% | |
| Dodge & Cox Global Stock Fund Class I 724,888 | — | — | — | $12.3M | 0.8% | |
| JPMorgan SmartRetirement Blend Income Fund Class R6 496,301 | — | — | — | $9.0M | 0.6% | |
| Variable Annuity Life Insurance Company Fixed Account Plus Contract 05631-015 | — | — | — | $6.0M | 0.4% | |
| TIAA CREF Growth R2 9,588 | — | — | — | $5.0M | 0.3% | |
| TIAA CREF Global Equities R2 7,879 | — | — | — | $2.7M | 0.2% | |
| TIAA CREF Equity Index R2 5,023 | — | — | — | $2.6M | 0.2% | |
| Variable Annuity Life Insurance Company Short-Term Fixed Contract 05631-015 | — | — | — | $2.1M | 0.1% | |
| TIAA CREF Social Choice R2 5,082 | — | — | — | $1.9M | 0.1% | |
| TIAA-CREF Money Market R2 37,369 | — | — | — | $1.1M | <0.1% | |
| TIAA CREF Bond Market R2 7,412 | — | — | — | $992K | <0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $506K | <0.1% | |
| Money Market I Fund 202,439 | — | — | — | $466K | <0.1% | |
| TIAA CREF Inflation-Linked Bond R2 5,150 | — | — | — | $434K | <0.1% | |
| TIAA-CREF General Account - Traditional Contract 103391 | — | — | — | $277K | <0.1% |