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Original filing (PDF)20250820141447NAL0003361473001
AAC EDUCATION SERVICES, LLC. D/B/A ALL AROUND CHILDREN
Form 5500
FILING_RECEIVED
AAC EDUCATION SERVICES LLC. 401(K) PLAN
401(k) retirement plan
Signals · 2
30% in single holding~378 bps in Sched C fees
Active participants
179
Accounts w/ balance
167
Plan assets (EOY)
$705K
Net assets (EOY)
$705K
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
85
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "BlackRock LifePath Index 2060 K Mutual Fund" is 30% of plan.
- 378 bps in Schedule C fees — 140% above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AAC EDUCATION SERVICES, LLC. D/B/A ALL AROUND CHILDREN.
Plan sponsor
Name
AAC EDUCATION SERVICES, LLC. D/B/A ALL AROUND CHILDREN
EIN
84-3966894
Address
23840 AURORA RD · BEDFORD HEIGHTS, OH · 44146
Phone
(440) 786-8888
Industry
Admin Support & Waste Mgmtsee 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
2025-08-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
NEITZEL, LUKE & SALOPEK, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $27K | — |
Investments
10 direct securities· $704K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2060 K Mutual Fund | — | — | — | $214K | 30.3% | |
| BlackRock LifePath Index 2040 K Mutual Fund | — | — | — | $98K | 13.9% | |
| BlackRock LifePath Index 2050 K Mutual Fund | — | — | — | $83K | 11.8% | |
| BlackRock LifePath Index 2055 K Mutual Fund | — | — | — | $74K | 10.5% | |
| BlackRock LifePath Index 2045 K Mutual Fund | — | — | — | $56K | 8.0% | |
| BlackRock LifePath Index Retire K Mutual Fund | — | — | — | $48K | 6.8% | |
| BlackRock LifePath Index 2035 K Mutual Fund | — | — | — | $40K | 5.6% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $37K | 5.3% | |
| PARTICIPANT DIRECTED INVESTMENTS BlackRock LifePath Index 2030 K Mutual Fund | — | — | — | $32K | 4.6% | |
| BlackRock LifePath Index 2065 K Mutual Fund | — | — | — | $21K | 3.0% |
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