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Original filing (PDF)20251014163639NAL0003422273001
CHILDRENS HEALTHCARE OF ATLANTA INC
Form 5500
FILING_RECEIVED
CHILDRENS HEALTHCARE OF ATLANTA GROWTH PLAN
Defined-contribution retirement plan
Active participants
14,498
Accounts w/ balance
14,887
Plan assets (EOY)
$390.8M
Net assets (EOY)
$390.8M
How this plan invests
This plan
19 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
- 19 bps in Schedule C fees — 93% above peer band of 10 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
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 | $545K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | INV. ADVISORY | $208K | — |
Investments
19 direct securities· $358.6M(92% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total International Stock Index Fund Institutional Shares 334,797 | — | — | — | $47.2M | 12.1% | |
| JPMorgan SmartRetirement Blend 2035 Fund Class R6 1,545,586 | — | — | — | $44.9M | 11.5% | |
| JPMorgan SmartRetirement Blend 2030 Fund Class R6 1,528,222 | — | — | — | $39.6M | 10.1% | |
| JPMorgan SmartRetirement Blend 2040 Fund Class R6 1,216,872 | — | — | — | $37.9M | 9.7% | |
| JPMorgan SmartRetirement Blend 2045 Fund Class R6 1,007,678 | — | — | — | $33.1M | 8.5% | |
| JPMorgan SmartRetirement Blend 2050 Fund Class R6 889,212 | — | — | — | $29.4M | 7.5% | |
| JPMorgan SmartRetirement Blend 2025 Fund Class R6 1,025,346 | — | — | — | $23.6M | 6.0% | |
| JPMorgan SmartRetirement Blend 2055 Fund Class R6 636,854 | — | — | — | $20.9M | 5.4% | |
| Fidelity Brokeragelink 17,032,694 | — | — | — | $20.3M | 5.2% | |
| JPMorgan SmartRetirement Blend 2060 Fund Class R6 563,730 | — | — | — | $14.4M | 3.7% | |
| Vanguard Total Stock Market Index Fund Institutional Shares 105,594 | — | — | — | $13.4M | 3.4% | |
| JPMorgan SmartRetirement Blend 2020 Fund Class R6 416,776 | — | — | — | $8.4M | 2.2% | |
| PGIM Total Return Bond Fund Class R6 596,781 | — | — | — | $7.1M | 1.8% | |
| Vanguard Federal Money Market Fund 6,664,892 | — | — | — | $6.7M | 1.7% | |
| Vanguard Total Bond Market Index Fund Institutional Shares 611,220 | — | — | — | $5.8M | 1.5% | |
| JPMorgan SmartRetirement Blend Income Fund Class R6 169,437 | — | — | — | $3.1M | 0.8% | |
| Dodge & Cox Global Stock Fund Class I 205,124 | — | — | — | $2.8M | 0.7% | |
| Variable Annuity Life Insurance Company Short-Term Fixed Contract 05631-016 | — | — | — | $13K | <0.1% | |
| Variable Annuity Life Insurance Company Fixed Account Plus Contract 05631-016 | — | — | — | $4K | <0.1% |