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Original filing (PDF)20250807174816NAL0003850595001
CHILD & FAMILY SUPPORT SERVICES, INC.
Form 5500
FILING_RECEIVED
CFSS 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
265
Accounts w/ balance
204
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
9 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "s Fidelity Fidelity 500 Index" is 27% of plan.
Helping the score
- Below-peer total fees (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILD & FAMILY SUPPORT SERVICES, INC..
Plan sponsor
Name
CHILD & FAMILY SUPPORT SERVICES, INC.
EIN
77-0601535
Address
10439 S 51ST STREET STE 100 · PHOENIX, AZ · 85044
Phone
(480) 635-9944
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
2025-08-07
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $29K | — |
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | -$21K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN ADVISOR SEARCH | — | HIGH POINT, NC | CONTRACT ADMIN | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
16 direct securities · 9 pooled funds· $9.1M(96% 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
$3.4M
15 holdings
Common Collective Trust
$3.3M
9 holdings
Mutual Funds
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Mutual Funds | — | — | $2.5M | 25.8% | |
| STATE ST TARGET RET 2035 SL CI V STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $1.1M | 11.9% | |
| STATE ST TARGET RET 2045 SL CI V STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $1.1M | 11.4% | |
| Fidelity Large Cap Growth Index | — | — | — | $972K | 10.2% | |
| Fidelity Total International Index | — | — | — | $640K | 6.7% | |
| STATE ST TARGET RET 2055 SL CI V STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $582K | 6.1% | |
| Fidelity Small Cap Index | — | — | — | $411K | 4.3% | |
| Fidelity US Bond Index | — | — | — | $303K | 3.2% | |
| Fidelity Mid Cap Growth Index | — | — | — | $294K | 3.1% | |
| STATE ST TARGET RET 2060 SL C1 V STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $222K | 2.3% | |
| Fidelity Large Cap Value Index | — | — | — | $219K | 2.3% | |
| Fidelity Real Estate Index Institutional | — | — | — | $213K | 2.2% | |
| PIMCO Income Instl | — | — | — | $102K | 1.1% | |
| STATE ST TARGET RET 2050 SL CI V STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $84K | 0.9% | |
| Vanguard Equity-Income Adm | — | — | — | $83K | 0.9% | |
| STATE ST TARGET RET 2025 SL CI V STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $81K | 0.9% | |
| STATE ST TARGET RET 2040 SL CI V STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $65K | 0.7% | |
| Fidelity Mid Cap Index | — | — | — | $43K | 0.5% | |
| MFS Intl Diversification R6 | — | — | — | $33K | 0.3% | |
| TCW MetWest Total Return Bond Plan | — | — | — | $29K | 0.3% | |
| STATE ST TARGET RET 2030 SL CI V STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $28K | 0.3% | |
| Vanguard Explorer Adm | — | — | — | $28K | 0.3% | |
| DFA US Targeted Value I | — | — | — | $21K | 0.2% | |
| Fidelity Small Cap Growth Index | — | — | — | $9K | <0.1% | |
| STATE ST TARGET RET 2020 SL CI V STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $2K | <0.1% |
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