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Original filing (PDF)20250908164030NAL0032709632001
CHILDCAREGROUP
Form 5500
FILING_RECEIVED
CHILDCAREGROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
404
Accounts w/ balance
181
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILDCAREGROUP.
Plan sponsor
Name
CHILDCAREGROUP
EIN
75-0800634
Address
3000 PEGASUS PARK DR., SUITE 800 · DALLAS, TX · 75247
Phone
(214) 630-7911
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $7K | — |
Investments
22 direct securities · 1 pooled fund· $5.0M(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
$4.7M
21 holdings
Mutual Funds
$154K
1 holding
Common Collective Trust
$121K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2035 | — | — | — | $922K | 18.2% | |
| Vanguard Institutional Target Retirement 2025 | — | — | — | $666K | 13.1% | |
| Vanguard Institutional Target Retirement 2030 | — | — | — | $538K | 10.6% | |
| Fidelity 500 Index | — | — | — | $427K | 8.4% | |
| Vanguard Institutional Target Retirement 2040 | — | — | — | $390K | 7.7% | |
| Vanguard Institutional Target Retirement 2045 | — | — | — | $282K | 5.6% | |
| Vanguard Institutional Target Retirement 2055 | — | — | — | $253K | 5.0% | |
| Vanguard Institutional Target Retirement 2050 | — | — | — | $209K | 4.1% | |
| Participant Loans 6.00% to 10.50% - | — | — | — | $202K | 4.0% | |
| T. Rowe Growth Stock I | — | — | — | $167K | 3.3% | |
| Vanguard Institutional Target Retirement 2020 | Mutual Funds | — | — | $154K | 3.0% | |
| Vanguard Inflation-Protected Securities Fund Admiral #5119 | — | — | — | $142K | 2.8% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST CO. · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $121K | 2.4% | |
| Vanguard Institutional Target Retirement 2060 | — | — | — | $81K | 1.6% | |
| Vanguard Institutional Target Retirement Income Fund #0308 | — | — | — | $81K | 1.6% | |
| Vanguard S/C Growth Index-Adm #5861 | — | — | — | $77K | 1.5% | |
| Vanguard M/C Index-Adm #5859 | — | — | — | $74K | 1.5% | |
| American Funds Europacific Growth R6 Value | — | — | — | $65K | 1.3% | |
| MFS Investment Management Value Fund R6 | — | — | — | $54K | 1.1% | |
| Metropolitan West Total Return Bond Fund | — | — | — | $51K | 1.0% | |
| Vanguard Institutional Target Retirement 2065 | — | — | — | $32K | 0.6% | |
| American Beacon Small Cap Value R6 | — | — | — | $17K | 0.3% | |
| American Beacon International Equity R6 | — | — | — | $14K | 0.3% |
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