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Original filing (PDF)20251014161542NAL0001670467001
MCKINLEY CHILDREN'S CENTER
Form 5500
FILING_RECEIVED
MCKINLEY 403(B) PLAN
403(b) retirement plan
Signals · 1
~77 bps in Sched C fees
Active participants
497
Accounts w/ balance
556
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.5M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 77 bps in Schedule C fees — 166% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCKINLEY CHILDREN'S CENTER.
Plan sponsor
Name
MCKINLEY CHILDREN'S CENTER
EIN
95-2016696
Address
180 E. VIA VERDE AVE. · SUITE 200 · SAN DIMAS, CA · 91773
Phone
(909) 599-1227
Industry
Other Services (ex. Public Admin)see 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
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
VASQUEZ & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $47K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONARCH CORPORATE ADVISORS, INC. | — | SIMI VALLEY, CA | INVESTMENT ADVISOR | $26K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUOG-RYDING COMPANY | — | WESTLAKE VILLAGE, CA | CONTRACT ADMIN | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
24 direct securities · 1 pooled fund· $12.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$12.6M
24 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv | — | — | — | $2.0M | 15.5% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $1.4M | 10.9% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $1.1M | 9.0% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $1.1M | 9.0% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $944K | 7.5% | |
| Vanguard 500 Index Admiral | — | — | — | $940K | 7.4% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $773K | 6.1% | |
| Great-West Life & Annuity Insurance Co. | — | — | — | $550K | 4.4% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $539K | 4.3% | |
| JP Morgan JP Morgan Large Cap Growth R6 | — | — | — | $481K | 3.8% | |
| McKinley Children's Center, Inc. 403(b) Plan | — | — | — | $414K | 3.3% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $396K | 3.1% | |
| Vanguard Interim-Term Bond Index Adm | — | — | — | $299K | 2.4% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $277K | 2.2% | |
| Vanguard Target Retirement Income Inv | — | — | — | $257K | 2.0% | |
| JP Morgan JP Morgan Equity Income R6. | — | — | — | $248K | 2.0% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $241K | 1.9% | |
| Vanguard Small Cap Index Adm | — | — | — | $216K | 1.7% | |
| Vanguard Small Cap Growth Index Adm | — | — | — | $190K | 1.5% | |
| John Hancock John Hancock Balanced Fund Class R6 | — | — | — | $114K | 0.9% | |
| JP Morgan JP Morgan Mid Cap GrowthR6 | — | — | — | $100K | 0.8% | |
| MFS Global Equity R4 | — | — | — | $31K | 0.2% | |
| Vanguard Lifestrategy growth Inv. | — | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2070 Inv | — | — | — | $167 | <0.1% | |
| SEPARATE ACCOUNT GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
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