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Original filing (PDF)20251002021100NAL0000023793001
COLLABORATIVE FOR CHILDREN
Form 5500
FILING_RECEIVED
COLLABORATIVE FOR CHILDREN 403(B) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
36
Accounts w/ balance
72
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
How this plan invests
This plan
59 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLLABORATIVE FOR CHILDREN.
Plan sponsor
Name
COLLABORATIVE FOR CHILDREN
EIN
76-0228065
Address
2200 POST OAK BLVD., SUITE 1000 · HOUSTON, TX · 77056
Phone
(713) 600-1100
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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLAZEK & VETTERLING
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC | 23-1945930 | — | RECORDKEEPING | $10K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT | — | OVERLAND PARK, KS | THIRD PARTY FEE | $7K | — |
| LOREN D STARK COMPANY | — | HOUSTON, TX | LOAN & DISTRIBUTION FEE | $3K | — |
Investments
58 direct securities· $2.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard | — | — | — | $376K | 14.4% | |
| VALIC | — | — | — | $335K | 12.8% | |
| Vanguard | — | — | — | $195K | 7.5% | |
| Vanguard | — | — | — | $193K | 7.4% | |
| Vanguard | — | — | — | $180K | 6.9% | |
| VALIC | — | — | — | $157K | 6.0% | |
| VALIC | — | — | — | $155K | 6.0% | |
| Vanguard | — | — | — | $138K | 5.3% | |
| Vanguard | — | — | — | $115K | 4.4% | |
| Vanguard | — | — | — | $74K | 2.8% | |
| VALIC | — | — | — | $62K | 2.4% | |
| Vanguard | — | — | — | $59K | 2.3% | |
| VALIC | — | — | — | $57K | 2.2% | |
| Vanguard | — | — | — | $46K | 1.7% | |
| VALIC | — | — | — | $44K | 1.7% | |
| Vanguard | — | — | — | $39K | 1.5% | |
| VALIC | — | — | — | $38K | 1.5% | |
| VALIC | — | — | — | $37K | 1.4% | |
| Vanguard | — | — | — | $33K | 1.3% | |
| PGIM Investments | — | — | — | $30K | 1.1% | |
| MFS | — | — | — | $22K | 0.9% | |
| VALIC | — | — | — | $21K | 0.8% | |
| Vanguard | — | — | — | $19K | 0.7% | |
| VALIC | — | — | — | $19K | 0.7% | |
| Fidelity Investments | — | — | — | $17K | 0.7% | |
| Participant loans | — | — | — | $12K | 0.5% | |
| VALIC | — | — | — | $11K | 0.4% | |
| Vanguard | — | — | — | $11K | 0.4% | |
| VALIC | — | — | — | $11K | 0.4% | |
| Vanguard | — | — | — | $6K | 0.2% | |
| VALIC | — | — | — | $6K | 0.2% | |
| VALIC | — | — | — | $6K | 0.2% | |
| VALIC | — | — | — | $5K | 0.2% | |
| VALIC | — | — | — | $5K | 0.2% | |
| Harbor Capital | — | — | — | $5K | 0.2% | |
| JPMorgan | — | — | — | $5K | 0.2% | |
| Dimensional Fund Advisors | — | — | — | $4K | 0.2% | |
| Vanguard | — | — | — | $4K | 0.2% | |
| VALIC | — | — | — | $4K | 0.2% | |
| American Funds | — | — | — | $4K | 0.2% | |
| VALIC | — | — | — | $4K | 0.1% | |
| VALIC | — | — | — | $4K | 0.1% | |
| VALIC | — | — | — | $4K | 0.1% | |
| VALIC | — | — | — | $3K | 0.1% | |
| Vanguard | — | — | — | $3K | 0.1% | |
| VALIC | — | — | — | $3K | 0.1% | |
| VALIC | — | — | — | $3K | 0.1% | |
| VALIC | — | — | — | $3K | <0.1% | |
| PGIM Investments | — | — | — | $2K | <0.1% | |
| VALIC | — | — | — | $2K | <0.1% | |
| VALIC | — | — | — | $2K | <0.1% | |
| VALIC | — | — | — | $2K | <0.1% | |
| VALIC | — | — | — | $2K | <0.1% | |
| VALIC | — | — | — | $2K | <0.1% | |
| Vanguard | — | — | — | $2K | <0.1% | |
| VALIC | — | — | — | $1K | <0.1% | |
| VALIC | — | — | — | $875 | <0.1% | |
| VALIC | — | — | — | $23 | <0.1% |