Original filing (PDF)20251125130920NAL0001796435001

CHILDSTRIVE

Name: CHILDSTRIVE — CHILDSTRIVE 403(B) PLAN, Form 5500 (2024)
Creator: CHILDSTRIVE

Form 5500

FILING_RECEIVED

CHILDSTRIVE 403(B) PLAN

403(b) retirement plan

Signals · 2

Late filing · 0.3 moNo recordkeeper disclosed

Active participants

107

Accounts w/ balance

107

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

100

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

Filed 0.3 months past the 10.5-month grace window.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILDSTRIVE.

Plan sponsor

Name

CHILDSTRIVE

EIN

91-6053563

Address

906 SE EVERTT MALL WAY · SUITE 200 · EVERETT, WA · 982083743

Phone

(425) 353-5656

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

2025-11-25

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

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EDWARD JONES	43-0345811	—	INVESTMENT ADVISORY	$0	—
WILSHIRE ADVISORS LLC	95-2755361	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$31K	—

Investments

32 direct securities· $5.5M(91% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Total Market Index	—	—	—	$825K	13.8%
Principal LifeTime Hybrid 2025	—	—	—	$818K	13.7%
Principal LifeTime Hybrid 2045	—	—	—	$699K	11.7%
Principal LifeTime Hybrid 2040	—	—	—	$627K	10.5%
Principal LifeTime Hybrid 2035	—	—	—	$528K	8.9%
Principal LifeTime Hybrid 2050	—	—	—	$513K	8.6%
Principal LifeTime Hybrid 2055	—	—	—	$510K	8.5%
Principal LifeTime Hybrid 2060	—	—	—	$246K	4.1%
Principal Blue Chip	—	—	—	$174K	2.9%
Invesco Small Cap Value	—	—	—	$74K	1.2%
Principal LifeTime Hybrid 2020	—	—	—	$68K	1.1%
First Eagle Global	—	—	—	$57K	0.9%
PGIM High Yields	—	—	—	$53K	0.9%
Principal LifeTime Hybrid 2065	—	—	—	$50K	0.8%
T. Rowe Price Global Stock	—	—	—	$47K	0.8%
Hartford Dividend & Growth	—	—	—	$45K	0.8%
American Funds American High-Income Trust-A ** 346 American Funds Capital World Growth and Income Fund-A	—	—	—	$36K	0.6%
Hartford International Value	—	—	—	$29K	0.5%
Principal Real Estate Securities	—	—	—	$10K	0.2%
Franklin International Growth	—	—	—	$9K	0.2%
Principal LifeTime Hybrid 2015	—	—	—	$5K	<0.1%
William Blair Small Cap Growth	—	—	—	$5K	<0.1%
Principal Equity Income	—	—	—	$4K	<0.1%
PIMCO Real Return	—	—	—	$3K	<0.1%
Principal SmallCap S&P 600 Index	—	—	—	$3K	<0.1%
American Funds Capital Income Builder-A	—	—	—	$3K	<0.1%
Hartford Schroders International Stock	—	—	—	$2K	<0.1%
Principal New World	—	—	—	$2K	<0.1%
Principal MidCap S&P 400 Index	—	—	—	$2K	<0.1%
BlackRock Mid-Cap Growth Equity Portfolio	—	—	—	$2K	<0.1%
American Funds Fundamental Investors-A	—	—	—	$2K	<0.1%
American Funds The Investment Company of America 742 American Funds The Bond Fund of America 167 American Funds EuroPacific Growth 361 American Funds New World Fund-R3 386 American Funds The Growth Fund of America-A	—	—	—	$1K	<0.1%