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Original filing (PDF)20260324164932NAL0001643747001
FOUNDATION FOR BLIND CHILDREN
Form 5500
FILING_RECEIVED
FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
149
Accounts w/ balance
228
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
1 pooled trust
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
- 36 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 FOUNDATION FOR BLIND CHILDREN.
Plan sponsor
Name
FOUNDATION FOR BLIND CHILDREN
EIN
86-0129981
Address
1234 EAST NORTHERN AVENUE · PHOENIX, AZ · 85020
Phone
(602) 331-1470
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INS COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $36K | — |
Investments
30 direct securities · 1 pooled fund· $10.1M(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
$9.9M
30 holdings
Pooled Separate Account
$189K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2045 R6 Fund Registered Investment Company | — | — | — | $1.3M | 13.0% | |
| American Funds Target Date Retirement 2035 R6 Fund Registered Investment Company | — | — | — | $951K | 9.5% | |
| American Funds Target Date Retirement 2055 R6 Fund Registered Investment Company | — | — | — | $914K | 9.1% | |
| TIAA Traditional Annuity RA Group Annuity Contract | — | — | — | $784K | 7.8% | |
| American Funds Target Date Retirement 2030 R6 Fund Registered Investment Company | — | — | — | $733K | 7.3% | |
| CREF Stock Registered Investment Company | — | — | — | $542K | 5.4% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $527K | 5.2% | |
| CREF Growth Registered Investment Company | — | — | — | $489K | 4.9% | |
| American Funds Target Date Retirement 2060 R6 Fund Registered Investment Company | — | — | — | $463K | 4.6% | |
| American Funds Target Date Retirement 2040 R6 Fund Registered Investment Company | — | — | — | $417K | 4.2% | |
| American Funds Target Date Retirement 2050 R6 Fund Registered Investment Company | — | — | — | $370K | 3.7% | |
| CREF Global Equities Registered Investment Company | — | — | — | $332K | 3.3% | |
| CREF Inflation-Linked Bond Registered Investment Company | — | — | — | $269K | 2.7% | |
| CREF Social Choice Registered Investment Company | — | — | — | $265K | 2.6% | |
| CREF Equity Index Registered Investment Company | — | — | — | $243K | 2.4% | |
| American Funds Target Date Retirement 2025 R6 Fund Registered Investment Company | — | — | — | $227K | 2.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $189K | 1.9% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $188K | 1.9% | |
| American Funds Target Date Retirement 2070 R6 Fund Registered Investment Company ** 162 American Funds Target Date Retirement 2065 R6 Fund Registered Investment Company | — | — | — | $184K | 1.8% | |
| American Funds Target Date Retirement 2015 R6 Fund Registered Investment Company | — | — | — | $162K | 1.6% | |
| CREF Core Bond 1 Registered Investment Company | — | — | — | $108K | 1.1% | |
| American Funds Target Date Retirement 2010 R6 Fund Registered Investment Company | — | — | — | $96K | 1.0% | |
| MFS Growth R6 Fund Registered Investment Company | — | — | — | $53K | 0.5% | |
| CREF Money Market Registered Investment Company | — | — | — | $53K | 0.5% | |
| MFS International Diversification R6 Fund Registered Investment Company | — | — | — | $50K | 0.5% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $46K | 0.5% | |
| American Funds Target Date Retirement 2020 R6 Fund Registered Investment Company | — | — | — | $33K | 0.3% | |
| Principal Fixed Income Guaranteed Option + Guaranteed Investment Contract | — | — | — | $30K | 0.3% | |
| Fidelity Total International Index Fund Registered Investment Company | — | — | — | $14K | 0.1% | |
| Fidelity US Bond Index Registered Investment Company | — | — | — | $6K | <0.1% | |
| Vanguard Equity Income Fund Registered Investment Company | — | — | — | $3K | <0.1% |
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