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Original filing (PDF)20260317215016NAL0002087459001
UNIVERSITY CHILD DEVELOPMENT SCHOOL
Form 5500
FILING_RECEIVED
UNIVERSITY CHILD DEVELOPMENT SCHOOL 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
108
Accounts w/ balance
314
Plan assets (EOY)
$20.9M
Net assets (EOY)
$20.9M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY CHILD DEVELOPMENT SCHOOL.
Plan sponsor
Name
UNIVERSITY CHILD DEVELOPMENT SCHOOL
EIN
91-1176120
Address
5062 9TH AVENUE NE · SEATTLE, WA · 98105
Phone
(206) 547-8237
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-17
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
LARSON GROSS ASSURANCE, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS | 06-1397347 | GLASTONBURY, CT | NONE | $23K | — |
| USI CONSULTING GROUP | 06-1053228 | GLASTONBURY, CT | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | — | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | — | — |
Investments
38 direct securities · 1 pooled fund· $20.5M(98% 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
$20.2M
38 holdings
Pooled Separate Account
$239K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF STOCK R1 Registered Investment Company | — | — | — | $2.2M | 10.3% | |
| CREF GROWTH R1 Registered Investment Company | — | — | — | $1.6M | 7.6% | |
| SCHWAB GOVERNMENT MONEY FUND Money Market Fund ** 904 VANGUARD 500 INDEX F Mutual Fund | — | — | — | $1.2M | 5.8% | |
| VANGUARD DEVELOPED MKTS INDEX ADM Mutual Fund | — | — | — | $1.1M | 5.3% | |
| DFA INTL SMALL CO PORT INSTL Mutual Fund | — | — | — | $929K | 4.4% | |
| VANGUARD TARGET RETIREMENT 2065 Mutual Fund | — | — | — | $906K | 4.3% | |
| DODGE & COX INCOME F Mutual Fund | — | — | — | $851K | 4.1% | |
| SCHWAB PRIME ADVANTAGE MONEY INV Money Market Fund | — | — | — | $840K | 4.0% | |
| TIAA TRADITIONAL NON BENEFIT RESPONSIVE TIAA Traditional Annuity Contract | — | — | — | $795K | 3.8% | |
| VANGUARD GROWTH INDEX FD ADMIRAL Mutual Fund | — | — | — | $693K | 3.3% | |
| DFA EMERG MKTS CORE EQTY PORT INSTL Mutual Fund | — | — | — | $687K | 3.3% | |
| DFA US LARGE CAP VALUE PORT INSTL Mutual Fund | — | — | — | $658K | 3.1% | |
| VANGUARD MID CAP INDEX FUND ADMIRAL Mutual Fund | — | — | — | $654K | 3.1% | |
| CREF MONEY MARKET R1 Registered Investment Company | — | — | — | $634K | 3.0% | |
| CREF SOCIAL CHOICE R1 Registered Investment Company | — | — | — | $597K | 2.9% | |
| CREF GLOBAL EQUITIES R1 Registered Investment Company | — | — | — | $585K | 2.8% | |
| VANGUARD MID CAP VALINDEX ADMIRAL Mutual Fund | — | — | — | $543K | 2.6% | |
| VANGUARD TARGET RETIREMENT 2060 INV Mutual Fund | — | — | — | $507K | 2.4% | |
| VANGUARD REAL ESTATE IN FD ADM SHRS Mutual Fund | — | — | — | $489K | 2.3% | |
| VANGUARD TARGET RETIREMENT 2055 INV Mutual Fund | — | — | — | $460K | 2.2% | |
| PARNASSUS CORE EQTY FD INST Mutual Fund | — | — | — | $434K | 2.1% | |
| CREF EQUITY INDEX BOND R1 Registered Investment Company | — | — | — | $422K | 2.0% | |
| DFA US SMALL CAP VALUE PORT INSTL Mutual Fund | — | — | — | $360K | 1.7% | |
| VANGUARD SMALL CAP GROWTH INDEX ADMI Mutual Fund | — | — | — | $355K | 1.7% | |
| PGIM JENNISON MID CAP GWTH R6 Mutual Fund | — | — | — | $347K | 1.7% | |
| TRANSAMERICA SHORT TERM BOND FD R6 Mutual Fund | — | — | — | $314K | 1.5% | |
| VANGUARD SMALL CAP INDEX ADMIRAL SH Mutual Fund | — | — | — | $308K | 1.5% | |
| TIAA REAL ESTATE TIAA - CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $239K | 1.1% | |
| DFA US MICRO CAP PORT INSTL Mutual Fund | — | — | — | $216K | 1.0% | |
| VANGUARD TARGET RETIREMENT 2050 FD I Mutual Fund | — | — | — | $181K | 0.9% | |
| TIAA TRADITIONAL BENEFIT RESPONSIVE TIAA Traditional Annuity Contract ** 748 * PARTICIPANT LOANS Bearing interest at 4.25% - 9.50% -0- | — | — | — | $106K | 0.5% | |
| CREF CORE BOND R1 Registered Investment Company | — | — | — | $91K | 0.4% | |
| CREF INFLATION-LINKED BOND R1 Registered Investment Company | — | — | — | $63K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2045 FD I Mutual Fund | — | — | — | $54K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2040 FD I Mutual Fund | — | — | — | $53K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2030 FD I Mutual Fund | — | — | — | $23K | 0.1% | |
| VANGUARD TARGET RETIREMENT 2020 FD I Mutual Fund | — | — | — | $19K | <0.1% | |
| VANGUARD TARGET RETIREMENT INCM INV Mutual Fund | — | — | — | $11K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2035 FD I Mutual Fund | — | — | — | $10K | <0.1% |
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