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Original filing (PDF)20251007115537NAL0008073296001
CHILD MIND INSTITUTE, INC.
Form 5500
FILING_RECEIVED
CHILD MIND INSTITUTE, INC. 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
383
Accounts w/ balance
380
Plan assets (EOY)
$24.2M
Net assets (EOY)
$24.2M
How this plan invests
This plan
7 pooled trusts
Schedule D
31 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly 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 CHILD MIND INSTITUTE, INC..
Plan sponsor
Name
CHILD MIND INSTITUTE, INC.
EIN
80-0478843
Address
445 PARK AVENUE · 2ND FLOOR · NEW YORK, NY · 10022
Phone
(646) 625-4254
Industry
Other Services (ex. Public Admin)see 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
2025-10-07
Pension benefit codes
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
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $81K | — |
| UNITED BENEFIT PENSIONS INC. | 36-4517541 | — | CONTRACT ADMINISTRATOR | $11K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | 04-2746212 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
26 direct securities · 7 pooled funds· $24.2M(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
$17.1M
26 holdings
Pooled Separate Account
$7.1M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity International Index Fund | — | — | — | $3.4M | 13.9% | |
| Principal Guaranteed Option | — | — | — | $3.3M | 13.7% | |
| Fidelity 500 Index Fund | — | — | — | $3.2M | 13.2% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $2.2M | 9.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $2.1M | 8.8% | |
| Vanguard Intermediate-Term Bond Index Adm Fund | — | — | — | $1.9M | 7.9% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.7M | 7.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $922K | 3.8% | |
| Vanguard Mid Cap Index Adm Fund | — | — | — | $812K | 3.4% | |
| Vanguard Small Cap Growth Index Adm Fund | — | — | — | $649K | 2.7% | |
| Vanguard Small Cap Value Index Adm Fund | — | — | — | $608K | 2.5% | |
| Vanguard Mid Cap Growth Index Adm Fund | — | — | — | $525K | 2.2% | |
| Vanguard Mid Cap Value Index Adm Fund | — | — | — | $491K | 2.0% | |
| Vanguard Target Retirement 2060 Investment Fund | — | — | — | $307K | 1.3% | |
| Vanguard Target Retirement 2045 Investment Fund | — | — | — | $293K | 1.2% | |
| Vanguard Target Retirement 2055 Investment Fund | — | — | — | $258K | 1.1% | |
| Vanguard Target Retirement 2050 Investment Fund | — | — | — | $215K | 0.9% | |
| Vanguard High Yield Corporate Adm Fund | — | — | — | $213K | 0.9% | |
| Similar Party Par or Maturity Value * Notes receivable from Interest rates 4% - 10% participants Maturity dates range from October 31, 2025 to July 31, 2029 | — | — | — | $210K | 0.9% | |
| Vanguard Target Retirement 2035 Investment Fund | — | — | — | $130K | 0.5% | |
| Capital Research American Funds New World R6 | — | — | — | $122K | 0.5% | |
| Vanguard Target Retirement 2070 Investment Fund | — | — | — | $116K | 0.5% | |
| Vanguard International Growth Adm Fund | — | — | — | $108K | 0.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $97K | 0.4% | |
| Vanguard Target Retirement 2065 Investment Fund | — | — | — | $93K | 0.4% | |
| Vanguard Target Retirement 2040 Investment Fund | — | — | — | $77K | 0.3% | |
| MFS International Growth R6 Fund | — | — | — | $37K | 0.2% | |
| Vanguard International Value Inv Fund | — | — | — | $36K | 0.1% | |
| LA Capital Mgmt/Victory Mid Cap Value Separate Account | — | — | — | $9K | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $9K | <0.1% | |
| AB/Brown/Emerald Small Cap Growth Separate Account | — | — | — | $8K | <0.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $8K | <0.1% | |
| American Century American Century Sustainable Equity R6 Fund | — | — | — | $5K | <0.1% |