Back to filter
Original filing (PDF)20251010103450NAL0004506099001
EXCEPTIONAL CHILDRENS FOUNDATION
Form 5500
FILING_RECEIVED
EXCEPTIONAL CHILDRENS FOUNDATION 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
357
Accounts w/ balance
300
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
28 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
- 71 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXCEPTIONAL CHILDRENS FOUNDATION.
Plan sponsor
Name
EXCEPTIONAL CHILDRENS FOUNDATION
EIN
95-1690988
Address
5350 MACHADO ROAD · CULVER CITY, CA · 90230
Phone
(310) 845-8010
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP | 20-1054428 | TORRANCE, CA | CONTRACT ADMIN | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 20-3247391 | OVERLAND PARK, KS | SHAREHOLDER SERVICES PRO | $24K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDEEPER | $21K | — |
Investments
27 direct securities· $7.1M(100% of reported assets)
Uncategorized
$6.6M
26 holdings
Mutual Funds
$453K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MassMutual MM S&P 500 Index R4 | — | — | — | $776K | 12.1% | |
| T. Rowe Price T. Rowe Price 2030 R | — | — | — | $684K | 10.7% | |
| Empower General Acct | — | — | — | $670K | 10.4% | |
| Group annuity contract * Empower Guaranteed Investment Contract | — | — | — | $670K | 10.4% | |
| BlackRock Core Bond Portfolio A | — | — | — | $622K | 9.7% | |
| T. Rowe Price T. Rowe Price 2040 R | — | — | — | $470K | 7.3% | |
| American Century American Century Growth R | Mutual Funds | — | — | $453K | 7.1% | |
| American Funds American Funds Europacific GR R3 | — | — | — | $315K | 4.9% | |
| T. Rowe Price T. Rowe Price 2055 R | — | — | — | $257K | 4.0% | |
| T. Rowe Price T. Rowe Price 2050 R | — | — | — | $250K | 3.9% | |
| T. Rowe Price T. Rowe Price 2045 R | — | — | — | $250K | 3.9% | |
| Principal Equity Income Inst | — | — | — | $241K | 3.8% | |
| T. Rowe Price T. Rowe Price 2025 R | — | — | — | $195K | 3.0% | |
| Invesco Discovery R6 | — | — | — | $184K | 2.9% | |
| Empower International Index Fund Inv 278 * Empower S&P Midcap 400 Index Fund Inv | — | — | — | $161K | 2.5% | |
| T. Rowe Price T. Rowe Price 2060 R | — | — | — | $142K | 2.2% | |
| T. Rowe Price T. Rowe Price 2020 R | — | — | — | $110K | 1.7% | |
| T. Rowe Price T. Rowe Price 2035 R | — | — | — | $110K | 1.7% | |
| Participant Loans 4.25-9.5 | — | — | — | $105K | 1.6% | |
| Empower S&P Smcap 600 Index Fund Inv | — | — | — | $79K | 1.2% | |
| John Hancock John Hancock Disciplined Value Mid Cap I | — | — | — | $63K | 1.0% | |
| Franklin Templeton Franklin Small Cap Value Fund A | — | — | — | $61K | 1.0% | |
| T. Rowe Price T. Rowe Price 2010 R | — | — | — | $56K | 0.9% | |
| MassMutual High Yield A | — | — | — | $51K | 0.8% | |
| MassMutual Mid Cap Growth A | — | — | — | $48K | 0.7% | |
| MFS Total Return A | — | — | — | $45K | 0.7% | |
| Empower Bond Index Fund Inv | — | — | — | $17K | 0.3% |
Related plans
Other plans using CREATIVE PLANNING, LLC
APPLE INC.
APPLE 401(K) PLAN
$24.7B · 101,217 participants
DELTA AIR LINES, INC.
DELTA 401(K) RETIREMENT PLAN
$19.0B · 89,993 participants
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
$16.8B · 17,444 participants
DELTA AIR LINES, INC.
DELTA 401(K) RETIREMENT PLAN FOR PILOTS
$15.9B · 14,981 participants
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
$11.6B · 11,679 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
Similar-size Health Care & Social Assistance plans
LINK-IN BENEFITS, LLC
LINK-IN BENEFITS DEFINED CONTRIBUTION PLAN
$6.4M · 349 participants
RIVER VALLEY CHILD DEVELOPMENT
RIVER VALLEY CHILD DEVELOPMENT 403(B) DC PLAN
$6.4M · 171 participants
ADVOCATES FOR CHILDREN OF NY, INC.
SECTION 403(B) RETIREMENT PLAN FOR ADVOCATES FOR CHILDREN OF NY, INC.
$6.4M · 53 participants
MULTICULTURAL COMMUNITY SERVICES OF THE PIONEER VALLEY, INC.
MULTICULTURAL COMMUNITY SERVICES OF THE PIONEER VALLEY, INC. RETIREMENT PLAN & TRUST
$6.4M · 270 participants
ASPIRE OF ILLINOIS
ASPIRE OF ILLINOIS 403(B) PLAN
$6.4M · 260 participants
MONTSTREAM LAW GROUP L.L.P.
MONTSTREAM LAW GROUP, LLP 401(K) PROFIT SHARING PLAN
$6.4M · 21 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B