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Original filing (PDF)20251014163430NAL0003296545001
SJB CHILD DEVELOPMENT CENTERS
Form 5500
FILING_RECEIVED
SJB CHILD DEVELOPMENT CENTERS 403(B) PLAN
403(b) retirement plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
260
Accounts w/ balance
175
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
84
Total plan cost
80
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "VNGRD TRGT RTRMT 2030 INV Registered Investment Company - Mutual Fund N/A" is 31% of plan.
- 72 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SJB CHILD DEVELOPMENT CENTERS.
Plan sponsor
Name
SJB CHILD DEVELOPMENT CENTERS
EIN
94-1747079
Address
1400 PARKMOOR AVE, SUITE 220 · SAN JOSE, CA · 95126
Phone
(408) 414-2700
Industry
Health Care & Social Assistancesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
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
JWT & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | NONE | $19K | — |
| ACRISURE OF CA LLC | 38-3942950 | SAN JOSE, CA | NONE | $12K | — |
| FARMER & BETTS, INC. | 94-3322438 | TACOMA, WA | NONE | $4K | — |
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | NONE | $2K | — |
| IRON-CO-FID-3(21) | 26-2409128 | SHAWNEE MISSION, KS | NONE | $945 | — |
Investments
47 direct securities· $5.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VNGRD TRGT RTRMT 2030 INV Registered Investment Company - Mutual Fund N/A | — | — | — | $1.6M | 31.2% | |
| VNGRD 500 INDEX FD AS Registered Investment Company - Mutual Fund N/A | — | — | — | $499K | 9.5% | |
| VNGRD TRGT RTRMT 2035 INV Registered Investment Company - Mutual Fund N/A | — | — | — | $460K | 8.8% | |
| VNGRD TRGT RTRMT 2040 INV Registered Investment Company - Mutual Fund N/A | — | — | — | $289K | 5.5% | |
| VNGRD TRGT RTRMT 2045 INV Registered Investment Company - Mutual Fund N/A | — | — | — | $247K | 4.7% | |
| VNGRD TRGT RTRMT 2025 INV Registered Investment Company - Mutual Fund N/A | — | — | — | $232K | 4.4% | |
| VNGRD TRGT RTRMT 2050 INV Registered Investment Company - Mutual Fund N/A | — | — | — | $207K | 3.9% | |
| BEST OF AMERICA FIXED Insurance Contract N/A | — | — | — | $185K | 3.5% | |
| VNGRD TRGT RTRMT 2020 INV Registered Investment Company - Mutual Fund N/A | — | — | — | $136K | 2.6% | |
| VNGRD TRGT RTRMT 2055 INV Registered Investment Company - Mutual Fund N/A | — | — | — | $132K | 2.5% | |
| VNGRD TRGT RTRMT 2065 INV Registered Investment Company - Mutual Fund N/A 908 VNGRD TRGT RTRMT INC Registered Investment Company - Mutual Fund N/A | — | — | — | $109K | 2.1% | |
| VNGRD TRGT RTRMT 2060 INV Registered Investment Company - Mutual Fund N/A | — | — | — | $85K | 1.6% | |
| Participant loans - Interest at 4.50% to 9.50% | — | — | — | $82K | 1.6% | |
| VNGRD TTL BND MKT LDX ADM Registered Investment Company - Mutual Fund N/A | — | — | — | $73K | 1.4% | |
| FID 500 INDX Registered Investment Company - Mutual Fund N/A | — | — | — | $69K | 1.3% | |
| FID US BD INDX Registered Investment Company - Mutual Fund N/A | — | — | — | $64K | 1.2% | |
| VNGRD MID-CAP IDX FD AS Registered Investment Company - Mutual Fund N/A | — | — | — | $61K | 1.2% | |
| PGIM TTL RTN BD R6 Registered Investment Company - Mutual Fund N/A | — | — | — | $53K | 1.0% | |
| FID INTL INDX Registered Investment Company - Mutual Fund N/A | — | — | — | $42K | 0.8% | |
| CLASS I Registered Investment Company - Mutual Fund N/A | — | — | — | $40K | 0.8% | |
| GDMNSCS GQGPTNRINTLOPPR R6 Registered Investment Company - Mutual Fund N/A | — | — | — | $39K | 0.7% | |
| NW LOOMIS ALLCAP GR R6 Registered Investment Company - Mutual Fund N/A | — | — | — | $37K | 0.7% | |
| VICTORY SYCAMORE ESTABLISHED VALUE FUND - CLASS I Registered Investment Company - Mutual Fund N/A 678 AVANTIS U.S. LARGE CAP VALUE FUND Registered Investment Company - Mutual Fund N/A | — | — | — | $36K | 0.7% | |
| JPM LGCAP GR R6 Registered Investment Company - Mutual Fund N/A | — | — | — | $34K | 0.6% | |
| JPM EQ INC R5 Registered Investment Company - Mutual Fund N/A | — | — | — | $32K | 0.6% | |
| AVANTIS EMERGING MKTS EQUITY FUND - INST CLASS Registered Investment Company - Mutual Fund N/A | — | — | — | $32K | 0.6% | |
| PIMCO REAL RTN INST Registered Investment Company - Mutual Fund N/A | — | — | — | $32K | 0.6% | |
| CLVRT EQ I Registered Investment Company - Mutual Fund N/A | — | — | — | $31K | 0.6% | |
| BLKRK TTL RTN K Registered Investment Company - Mutual Fund N/A | — | — | — | $29K | 0.6% | |
| BLACKROCK HIGH YIELD PORTFOLIO - CLASS K Registered Investment Company - Mutual Fund N/A | — | — | — | $28K | 0.5% | |
| VNGRD SM CAP INDX FD AS Registered Investment Company - Mutual Fund N/A | — | — | — | $26K | 0.5% | |
| PRNCPL GLBL REALEST R6 Registered Investment Company - Mutual Fund N/A | — | — | — | $20K | 0.4% | |
| MFS MDCAP GR R6 Registered Investment Company - Mutual Fund N/A | — | — | — | $19K | 0.4% | |
| MACQUARIE VAL FUND - INSTITUTIONAL CLASS Registered Investment Company - Mutual Fund N/A 48 DFA REALEST SEC Registered Investment Company - Mutual Fund N/A 168 DIAMOND HILL MDCAP I Registered Investment Company - Mutual Fund N/A | — | — | — | $19K | 0.4% | |
| NW INV DEST MOD R6 Registered Investment Company - Mutual Fund N/A | — | — | — | $18K | 0.3% | |
| NW INV DEST MOD CNSRV R6 Registered Investment Company - Mutual Fund N/A | — | — | — | $17K | 0.3% | |
| LEGAL & GEN'L COMM STRATEGY FUND - INSTL SHARES Registered Investment Company - Mutual Fund N/A | — | — | — | $16K | 0.3% | |
| AB GLOBAL BOND FUND - CLASS Z Registered Investment Company - Mutual Fund N/A | — | — | — | $15K | 0.3% | |
| AMFDS NEW WLD R6 Registered Investment Company - Mutual Fund N/A | — | — | — | $11K | 0.2% | |
| NEUBER SMCAP GR INST Registered Investment Company - Mutual Fund N/A | — | — | — | $10K | 0.2% | |
| VNGRD EXPLR ADML Registered Investment Company - Mutual Fund N/A | — | — | — | $10K | 0.2% | |
| AVANTIS U.S. SMALL CAP VALUE FUND - INSTITUTIONAL CLASS Registered Investment Company - Mutual Fund N/A | — | — | — | $10K | 0.2% | |
| NW INTL INDX R6 Registered Investment Company - Mutual Fund N/A 40 * NW INV DEST AGGR R6 Registered Investment Company - Mutual Fund N/A | — | — | — | $5K | 0.1% | |
| AMFDS BD FD AM R6 Registered Investment Company - Mutual Fund N/A | — | — | — | $3K | <0.1% | |
| PGIM HI YLD Z Registered Investment Company - Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| NW INV DEST CNSRV R6 Registered Investment Company - Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| GUGHM TTL RTN BD INST Registered Investment Company - Mutual Fund N/A | — | — | — | $2K | <0.1% |
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