Form 5500 Search
Back to filter
Original filing (PDF)20250917125121NAL0000258035001

COMMUNITY COORDINATED CARE FOR CHILDREN, INC.

Form 5500
FILING_RECEIVED
COMMUNITY COORDINATED CARE FOR CHILDREN 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
153
Accounts w/ balance
254
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
1 pooled trust
Schedule D
19 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "Minnesota Life Insurance Co. Fidelity 500 Index" is 27% of plan.
  • 70 bps in Schedule C fees — 142% above peer band of 29 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY COORDINATED CARE FOR CHILDREN, INC..
Plan sponsor
Name
COMMUNITY COORDINATED CARE FOR CHILDREN, INC.
EIN
59-1371754
Address
3500 W. COLONIAL DRIVE · ORLAND, FL · 32808
Phone
(407) 532-4124
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
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)
Audit & trust (Schedule H)
Auditor
MOSS, KRUSICK & ASSOCIATES, LLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
STANCORP FINANCIAL GROUP93-1253576NONE$54K
KESTRA ADVISORY SERVICES, LLC35-2552359NONE$23K

Investments

19 direct securities · 1 pooled fund· $21.8M(100% 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
$11.1M
19 holdings
Pooled Separate Account
$10.7M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
MASTER SEPARATE ACCOUNT
MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900
Pooled Separate Account
$10.7M96.7%
Minnesota Life Insurance Co. Fidelity 500 Index$2.9M26.7%
Minnesota Life Insurance Co. Fidelity US Bond Index$2.7M24.2%
Minnesota Life Insurance Co. Nuveen Intl EQ IDX$1.3M12.1%
Minnesota Life Insurance Co. Fidelity Mid Cap Index$1.0M9.5%
Minnesota Life Insurance Co. Vgd Information Tech Idx Adm$962K8.7%
Minnesota Life Insurance Co. Fidelity Large Cap Growth Idx$742K6.7%
Minnesota Life Insurance Co. American Century Ultra R5$738K6.7%
maturity through April 2049 -0-$325K2.9%
Minnesota Life Insurance Co. Vanguard Health Care Index Adm$111K1.0%
Minnesota Life Insurance Co. Minnesota Life Insurance Co. Guaranteed Investment$95K0.9%
Minnesota Life Insurance Co. Vanguard Windsor II Admiral$34K0.3%
Minnesota Life Insurance Co. Amer Funds New Persp Fund, R6$16K0.1%
Minnesota Life Insurance Co. PIMCO RAE PLUS Small A$16K0.1%
Minnesota Life Insurance Co. Invesco Discovery Mid Cap Gr A$12K0.1%
Minnesota Life Insurance Co. AB Small Cap Growth K$10K<0.1%
Minnesota Life Insurance Co. DFA Real Estate Securities I$10K<0.1%
Minnesota Life Insurance Co. Fidelity International Growth$8K<0.1%
Minnesota Life Insurance Co. William Blair Emg Mkts Gr I$3K<0.1%
Minnesota Life Insurance Co. Am Fnds Bnd Fnd of Am R6$2K<0.1%

Related plans