Original filing (PDF)20250828120611NAL0005514355001

CHILD & FAMILY GUIDANCE CENTER

Name: CHILD & FAMILY GUIDANCE CENTER — CHILD & FAMILY GUIDANCE CENTER 401(K) RETIREMENT SAVINGS PLAN AND TRUST, Form 5500 (2024)
Creator: CHILD & FAMILY GUIDANCE CENTER

Form 5500

FILING_RECEIVED

CHILD & FAMILY GUIDANCE CENTER 401(K) RETIREMENT SAVINGS PLAN AND TRUST

401(k) retirement plan

Signals · 2

Corrective distributions issuedNo recordkeeper disclosed

Active participants

295

Accounts w/ balance

273

Plan assets (EOY)

$27.5M

Net assets (EOY)

$27.5M

How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Below-peer total plan cost (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHILD & FAMILY GUIDANCE CENTER.

Plan sponsor

Name

CHILD & FAMILY GUIDANCE CENTER

EIN

95-2217348

Address

8550 BALBOA BLVD SUITE 216 · NORTHRIDGE, CA · 91325

Phone

(818) 993-9311

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

FIDELITY WORKPLACE SERVICES LLC

EIN

04-3532603

City

COVINGTON, KY

Phone

(859) 386-4199

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

2 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY WORKPLACE SERVICES LLC	04-3532603	—	PLAN ADMINISTRATOR	-$13K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSION ASSURANCE LLP	30-0840934	—	ACCOUNTANT/AUDITOR	$11K	—

Investments

39 direct securities· $27.6M(100% of reported assets)

Other securities

$26.3M

37 holdings

Cash / Money Market

$848K

1 holding

Bonds / Notes

$458K

1 holding

					% of plan
Fidelity Freedom 2040 Fund K Mutual Fund	Other securities	—	—	$3.2M	11.8%
Fidelity Freedom 2030 Fund K Mutual Fund	Other securities	—	—	$2.8M	10.0%
Fidelity 500 Index Fund Mutual Fund	Other securities	—	—	$2.5M	8.9%
Fidelity Freedom 2035 Fund K Mutual Fund	Other securities	—	—	$2.4M	8.6%
Fidelity Freedom 2025 Fund K Mutual Fund	Other securities	—	—	$2.3M	8.4%
Fidelity Freedom 2050 Fund K Mutual Fund	Other securities	—	—	$1.9M	7.1%
Fidelity Freedom 2015 Fund K Mutual Fund	Other securities	—	—	$1.3M	4.6%
Fidelity Select Technology Portfolio Mutual Fund	Other securities	—	—	$1.2M	4.5%
Fidelity Freedom 2055 Fund K Mutual Fund	Other securities	—	—	$1.1M	4.1%
Fidelity Extended Market Index Fund Mutual Fund	Other securities	—	—	$1.1M	4.0%
Fidelity Freedom 2020 Fund K Mutual Fund	Other securities	—	—	$996K	3.6%
Fidelity Government Money Market Fund Mutual Fund	Cash / Money Market	—	—	$848K	3.1%
Fidelity Growth Discovery Fund Mutual Fund	Other securities	—	—	$697K	2.5%
Fidelity Freedom 2045 Fund K Mutual Fund	Other securities	—	—	$640K	2.3%
Fidelity Capital & Income Fund Mutual Fund	Other securities	—	—	$622K	2.3%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$458K	1.7%
Fidelity Freedom Income Fund Class K Mutual Fund	Other securities	—	—	$435K	1.6%
MainStay Winslow Large Cap Growth Fund Class R1 Mutual Fund	Other securities	—	—	$418K	1.5%
Fidelity Freedom 2060 Fund K Mutual Fund	Other securities	—	—	$380K	1.4%
Fidelity Balanced Fund Mutual Fund	Other securities	—	—	$316K	1.1%
Fidelity US Bond Index Fund Mutual Fund	Other securities	—	—	$283K	1.0%
Allspring Special Small Cap Value Fund - Class Admin Mutual Fund	Other securities	—	—	$231K	0.8%
Brokeragelink Participant-Directed Brokerage Accounts	Other securities	—	—	$203K	0.7%
Fidelity Total Bond Fund Mutual Fund	Other securities	—	—	$197K	0.7%
Fidelity International Index Fund Mutual Fund	Other securities	—	—	$161K	0.6%
American Funds American Mutual R4 Mutual Fund	Other securities	—	—	$145K	0.5%
JPMorgan Mid Cap Value Fund Class R4 Mutual Fund	Other securities	—	—	$126K	0.5%
Fidelity Select Energy Portfolio Mutual Fund	Other securities	—	—	$106K	0.4%
Calvert Equity Fund Class R6 Mutual Fund *** 668 Janus Henderson Enterprise Fund Class T Mutual Fund	Other securities	—	—	$78K	0.3%
Fidelity International Discovery Fund Mutual Fund	Other securities	—	—	$76K	0.3%
Fidelity Freedom 2010 Fund K Mutual Fund	Other securities	—	—	$67K	0.2%
Fidelity Small Cap Growth Fund Mutual Fund	Other securities	—	—	$60K	0.2%
Fidelity Select Health Care Portfolio Mutual Fund	Other securities	—	—	$55K	0.2%
Fidelity Emerging Markets Fund Mutual Fund	Other securities	—	—	$55K	0.2%
Glenmede Small Cap Equity Portfolio Class Advisor Mutual Fund	Other securities	—	—	$39K	0.1%
Fidelity Freedom 2065 Fund K Mutual Fund	Other securities	—	—	$37K	0.1%
Fidelity Government Income Fund Mutual Fund	Other securities	—	—	$35K	0.1%
Fidelity Select Utilities Portfolio Mutual Fund	Other securities	—	—	$19K	<0.1%
Cohen & Steers Institutional Realty Shares Mutual Fund	Other securities	—	—	$5K	<0.1%