Original filing (PDF)20251014130358NAL0004019600001

Child Care Resource Center

Name: Child Care Resource Center — Child Care Resource, Form 5500 (2024)
Creator: Child Care Resource Center
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Child Care Resource Center 403(b) Retirement Savings Plan

403(b) retirement plan · Child Care Resource Center's Child Care Resource Center 403(b) Retirement Savings Plan held $47.4M in plan assets for 1,280 participants in 2024, with OneAmerica as recordkeeper.

Signals · 1

Late participant contributions

Active participants

1,280

Accounts w/ balance

1,201

Plan assets (EOY)

$47.4M

Net assets (EOY)

$47.4M

How this plan invests

This plan

2 pooled trusts

Schedule D

27 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

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
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 (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

CHILD CARE RESOURCE CENTER

EIN

95-3081695all filings

Address

20001 PRAIRIE ST · CHATSWORTH, CA · 91311

Phone

(818) 717-1000

Industry

Health Care & Social Assistance

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

VASQUEZ & COMPANY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$16K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
NFP RETIREMENT INC	33-0905143	—	NONE	$0	—
VAZQUEZ & COMPANY LLP	—	GLENDALE, CA

Investments

27 direct securities · 2 pooled funds· $93.8M(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.

Pooled Separate Account

$44.2M

2 holdings

Other securities

$41.2M

16 holdings

Mutual Funds

$2.6M

7 holdings

Common Collective Trusts

$2.5M

2 holdings

Bonds / Notes

$2.2M

1 holding

Stable Value

$1.1M

1 holding

					% of plan
AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$44.2M	93.1%
American Century Investments American Century One Choice 2045 R6	Other securities	—	—	$6.3M	13.2%
American Century Investments American Century One Choice 2050 R6	Other securities	—	—	$5.8M	12.2%
American Century Investments American Century One Choice 2040 R6	Other securities	—	—	$5.7M	12.0%
American Century Investments American Century One Choice 2030 R6	Other securities	—	—	$5.0M	10.6%
American Century Investments American Century One Choice 2035 R6	Other securities	—	—	$4.5M	9.6%
American Century Investments American Century One Choice 2055 R6	Other securities	—	—	$4.4M	9.3%
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$2.5M	5.2%
American Century Investments American Century One Choice 2025 R6	Other securities	—	—	$2.3M	4.9%
American Century Investments American Century One Choice 2060 R6	Other securities	—	—	$2.2M	4.6%
vested account balances	Other securities	—	—	$2.2M	4.5%
PARTICIPANTS LOANS 4.75% TO 9.5% 0	Bonds / Notes	—	—	$2.2M	4.5%
JPMORGAN LARGE CAP GROWTH R6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.2M	2.4%
Annuity Contracts * American United Life Insurance Compan AUL Fixed Account	Stable Value	—	—	$1.1M	2.3%
American Century Investments American Century One Choice IN Ret R6	Other securities	—	—	$744K	1.6%
American Funds American Funds New Perspective R6	Mutual Funds	—	—	$643K	1.4%
American Funds American Funds American Balanced R6	Mutual Funds	—	—	$608K	1.3%
Putnam Investments Putnam Large Cap Value R6	Mutual Funds	—	—	$488K	1.0%
Prudential High-Yield R6	Other securities	—	—	$363K	0.8%
American Century Investments American Century Smcap Val R6	Other securities	—	—	$351K	0.7%
Massachusetts Financial Services MFS Mid Cap Value R6	Mutual Funds	—	—	$332K	0.7%
Fidelity Investments Fidelity Advisor Total Bond Z	Mutual Funds	—	—	$244K	0.5%
American Century Investments American Century One Choice 2065 R6	Other securities	—	—	$166K	0.3%
Fidelity Investments Fidelity Intl Index	Mutual Funds	—	—	$162K	0.3%
party collateral, par or maturity value (d) Cost (e) Current value AB SMALL CAP GROWTH Z MUTUAL FUND SHARES 0	Mutual Funds	—	—	$136K	0.3%
FIDELITY US BOND IDX MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$75K	0.2%
Pioneer Investments Pioneer Strategic Income K	Other securities	—	—	$39K	<0.1%
Voya Retirement Voya Solution 2045 Portfolio Service 2	Other securities	—	—	$8K	<0.1%
VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$8K	<0.1%