Original filing (PDF)20251017131828NAL0015406482001

CHILD AND FAMILY SERVICE

Name: CHILD AND FAMILY SERVICE — CHILD & FAMILY SERVICE 401K PLAN, Form 5500 (2024)
Creator: CHILD AND FAMILY SERVICE

Form 5500

FILING_RECEIVED

CHILD & FAMILY SERVICE 401K PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

512

Accounts w/ balance

411

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

How this plan invests

This plan

17 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILD AND FAMILY SERVICE.

Plan sponsor

Name

CHILD AND FAMILY SERVICE

EIN

99-0073483

Address

91-1841 FORT WEAVER RD · EWA BEACH, HI · 96706

Phone

(808) 681-1427

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-17

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	NONE	$33K	—

Investments

17 direct securities· $11.3M(100% of reported assets)

Uncategorized

$11.2M

16 holdings

Participant loans

$107K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Target Retirement 2040 Fund Vanguard 0	—	—	—	$1.9M	16.7%
Vanguard Target Retirement 2045 Fund Vanguard 0	—	—	—	$1.5M	13.0%
Vanguard Target Retirement 2035 Fund Vanguard 0	—	—

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