Original filing (PDF)20251010180700NAL0013653776001

SAFE CHILDREN COALITION, INC.

Name: SAFE CHILDREN COALITION, INC. — SAFE CHILDREN COALITION, INC. 401(K) PLAN, Form 5500 (2024)
Creator: SAFE CHILDREN COALITION, INC.

Form 5500

FILING_RECEIVED

SAFE CHILDREN COALITION, INC. 401(K) PLAN

401(k) retirement plan

Active participants

286

Accounts w/ balance

267

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

How this plan invests

This plan

33 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAFE CHILDREN COALITION, INC..

Plan sponsor

Name

SAFE CHILDREN COALITION, INC.

EIN

59-1618413

Address

1500 INDEPENDENCE BLVD · #210 · SARASOTA, FL · 34234

Phone

(941) 371-4799

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

KERKERING, BARBERIO & CO.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$42K	—
USI CONSULTING GROUP	06-1053228	—	RECORD KEEPER	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MESIROW FINANCIAL, INC	36-3194849	—	INVESTMENT ADVISORY	$1K	—

Broker

Investments

33 pooled funds· $6.3M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
NUVEEN LIFECYCLE INDEX 2040 R6 TRANSAMERICA RETIREMENT SOLUTIONS, LLC · EIN 13-3689044 / PN 001	Pooled Separate Account	$911K	14.1%
NUVEEN LIFECYCLE INDEX 2035 R6 TRANSAMERICA RETIREMENT SOLUTIONS, LLC · EIN 13-3689044 / PN 001	Pooled Separate Account	$833K	12.9%
NUVEEN LIFECYCLE INDEX 2050 R6 TRANSAMERICA RETIREMENT SOLUTIONS, LLC · EIN 13-3689044 / PN 001	Pooled Separate Account	$832K	12.9%

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