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Original filing (PDF)20251009103236NAL0003500499001
COMMUNITY PARTNERSHIP FOR CHILD DEVELOPMENT
Form 5500
FILING_RECEIVED
COMMUNITY PARTNERSHIP FOR CHILD DEVELOPMENT 401(K) PROFIT SHARING
401(k) retirement plan
Signals · 1
~85 bps in Sched C fees
Active participants
323
Accounts w/ balance
387
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 85 bps in Schedule C fees — 63% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY PARTNERSHIP FOR CHILD DEVELOPMENT.
Plan sponsor
Name
COMMUNITY PARTNERSHIP FOR CHILD DEVELOPMENT
EIN
84-1071825
Address
2330 ROBINSON STREET · COLORADO SPRINGS, CO · 80904
Phone
(719) 884-1413
Industry
Educational Servicessee 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
2025-10-09
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)
Audit & trust (Schedule H)
Auditor
STOCKMAN KAST RYAN & CO. 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 | $41K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $18K | — |
| AMERIPRISE FINANCIAL SERVICES LLC | — | MINNEAPOLIS, MN | BROKER/ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $22K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
25 direct securities· $9.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Capital Group/American Funds | — | — | — | $1.9M | 19.7% | |
| Capital Group/American Funds | — | — | — | $1.6M | 16.1% | |
| Capital Group/American Funds | — | — | — | $1.0M | 10.7% | |
| Capital Group/American Funds | — | — | — | $855K | 8.8% | |
| Capital Group/American Funds | — | — | — | $845K | 8.7% | |
| Capital Group/American Funds | — | — | — | $616K | 6.3% | |
| Capital Group/American Funds | — | — | — | $578K | 5.9% | |
| Capital Group/American Funds | — | — | — | $461K | 4.7% | |
| Capital Group/American Funds | — | — | — | $399K | 4.1% | |
| JP Morgan | — | — | — | $254K | 2.6% | |
| Fidelity Investments | — | — | — | $231K | 2.4% | |
| Empower Annuity Insurance Company of America | — | — | — | $188K | 1.9% | |
| Fidelity Investments | — | — | — | $170K | 1.7% | |
| Fidelity Investments | — | — | — | $103K | 1.1% | |
| Capital Group/American Funds | — | — | — | $96K | 1.0% | |
| JP Morgan | — | — | — | $77K | 0.8% | |
| Fidelity Investments | — | — | — | $63K | 0.7% | |
| Fidelity Investments | — | — | — | $48K | 0.5% | |
| Capital Group/American Funds | — | — | — | $46K | 0.5% | |
| JP Morgan | — | — | — | $43K | 0.4% | |
| Fidelity Investments | — | — | — | $40K | 0.4% | |
| Capital Group/American Funds | — | — | — | $37K | 0.4% | |
| Capital Group/American Funds | — | — | — | $34K | 0.3% | |
| DFA | — | — | — | $15K | 0.2% | |
| PGIM Investments | — | — | — | $2K | <0.1% |