Back to filter
Original filing (PDF)20251008093252NAL0002891939001
CHILD DEVELOPMENT CENTER OF NATRONA COUNTY
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR CHILD DEVELOPMENT CENTER OF NATRONA COUNTY
403(b) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
120
Accounts w/ balance
113
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
28 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "YOURPATH ISHARES 2040 MODERATE" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILD DEVELOPMENT CENTER OF NATRONA COUNTY.
Plan sponsor
Name
CHILD DEVELOPMENT CENTER OF NATRONA COUNTY
EIN
83-0207123
Address
2020 E 12TH STREET · CASPER, WY · 826014007
Phone
(307) 235-5097
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
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
NEEDLES & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $45K | — |
Investments
28 direct securities· $8.2M(98% of reported assets)
Uncategorized
$8.2M
27 holdings
Mutual Funds
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| YOURPATH ISHARES 2040 MODERATE | — | — | — | $2.3M | 27.4% | |
| YOURPATH ISHARES 2045 MODERATE | — | — | — | $1.2M | 14.7% | |
| YOURPATH ISHARES 2030 MODERATE | — | — | — | $851K | 10.2% | |
| YOURPATH ISHARES 2035 MODERATE | — | — | — | $656K | 7.9% | |
| YOURPATH ISHARES 2050 MODERATE | — | — | — | $640K | 7.7% | |
| YOURPATH ISHARES 2025 MODERATE | — | — | — | $447K | 5.4% | |
| VANGUARD 500 INDEX ADMIRAL CLASS | — | — | — | $429K | 5.1% | |
| YOURPATH ISHARES 2055 MODERATE | — | — | — | $417K | 5.0% | |
| YOURPATH ISHARES 2020 MODERATE | — | — | — | $347K | 4.2% | |
| YOURPATH ISHARES 2060 MODERATE | — | — | — | $278K | 3.3% | |
| YOURPATH ISHARES 2015 MODERATE | — | — | — | $166K | 2.0% | |
| VANGUARD GROWTH INDEX ADMIRAL SHARES | — | — | — | $96K | 1.2% | |
| Stable value funds LINCOLN STABLE VALUE ACCOUNT -LNGPA | — | — | — | $95K | 1.1% | |
| YOURPATH ISHARES 2060 GROWTH | — | — | — | $71K | 0.9% | |
| YOURPATH ISHARES 2045 GROWTH | — | — | — | $63K | 0.8% | |
| YOURPATH ISHARES 2065 MODERATE | — | — | — | $26K | 0.3% | |
| BAIRD AGGREGATE BOND CLASS INSTITUTIONAL 277 American Funds New World Class R6 9 JPMORGAN US EQUITY CLASS R6 | — | — | — | $24K | 0.3% | |
| VANGUARD MID CAP VALUE INDEX ADMIRAL SHARES | — | — | — | $24K | 0.3% | |
| VANGUARD TOTAL WORLD STOCK INDEX ADMIRAL | — | — | — | $18K | 0.2% | |
| YOURPATH ISHARES 2040 GROWTH | — | — | — | $5K | <0.1% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL SHARES | — | — | — | $4K | <0.1% | |
| VANGUARD INTERNATIONAL GROWTH ADMIRAL SHARES | — | — | — | $3K | <0.1% | |
| Vanguard Small Cap Value Index Admiral Shares 9 VANGUARD MID CAP GROWTH INDEX ADMIRAL SHARES | — | — | — | $3K | <0.1% | |
| VANGUARD LIFESTRATEGY INCOME INVESTOR SHARES 286 VANGUARD LIFESTRATEGY CONSERVATIVE GROWTH INVESTOR SHARE 289 VANGUARD LIFESTRATEGY MODERATE GROWTH INVESTOR SHARES 438 VANGUARD SMALL CAP GROWTH INDEX ADMIRAL SHARES | — | — | — | $3K | <0.1% | |
| AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS CLASS R6 | Mutual Funds | — | — | $3K | <0.1% | |
| VANGUARD HIGH YIELD CORPORATE ADMIRAL SHARES | — | — | — | $2K | <0.1% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL SHARES | — | — | — | $1K | <0.1% | |
| VANGUARD LIFESTRATEGY GROWTH INVESTOR SHARES | — | — | — | $1K | <0.1% |
Related plans
Other plans using LINCOLN NATIONAL CORPORATION
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
SENTARA HEALTH
SENTARA 403(B) SAVINGS PLAN
$3.7B · 30,766 participants
THE MEDICAL COLLEGE OF WISCONSIN, INC.
THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN
$2.6B · 6,844 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
FROEDTERT THEDACARE HEALTH, INC.
FROEDTERT HEALTH, INC. 403(B) PLAN
$2.2B · 16,292 participants
Similar-size Health Care & Social Assistance plans
PEOPLE ENCOURAGING PEOPLE, INC.
PEP, INC. EMPLOYEES' 401(K) PLAN
$8.4M · 193 participants
MOUNT PISGAH CHRISTIAN SCHOOL
MOUNT PISGAH CHRISTIAN SCHOOL 403(B) PLAN AND TRUST
$8.4M · 192 participants
TOTAL COMMUNITY ACTION, INC.
TOTAL COMMUNITY ACTION, INC. EE'S RETIREMENT PLAN & TRUST
$8.2M · 276 participants
MOUNTAIN VIEW CHILD CARE, INC.
MOUNTAIN VIEW CHILD CARE, INC. 401(K) PLAN
$8.2M · 292 participants
L.P. COLLEGE, INC.
L.P. COLLEGE, INC. PROFIT SHARING PLAN
$7.9M · 227 participants
PEDIATRIC THERAPY HOLDINGS, INC.
PEDIATRIC THERAPY HOLDINGS, INC. 401(K) PLAN
$8.8M · 116 participants
Large plans in Wyoming
ADMIRAL BEVERAGE CORPORATION
ADMIRAL BEVERAGE CORPORATION 401(K) PLAN
$168.6M · 1,917 participants
WYOMING MACHINERY COMPANY
WYOMING MACHINERY COMPANY PROFIT SHARING 401(K) PLAN
$144.1M · 798 participants
TRUE DRILLING LLC
TRUE COMPANIES EMPLOYEES PROFIT SHARING PLAN
$138.9M · 819 participants
TRIHYDRO CORPORATION
TRIHYDRO CORPORATION 401(K) PLAN
$102.8M · 599 participants
TRUE DRILLING LLC
TRUE COMPANIES EMPLOYEES' 401(K) SAVINGS PLAN
$72.0M · 966 participants
IVINSON MEMORIAL HOSPITAL
IVINSON MEMORIAL HOSPITAL RETIREMENT PLAN
$58.4M · 639 participants