Retirement plan

THE CHILD CENTER OF NY, INC. 401(K) PLAN

Name: THE CHILD CENTER OF NY, INC. - THE CHILD CENTER OF NY, INC. 401(K) PLAN (2025) Form 5500
Creator: THE CHILD CENTER OF NY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CHILD CENTER OF NY, INC. 401(K) PLAN, THE CHILD CENTER OF NY, INC.

THE CHILD CENTER OF NY, INC.EIN 11-1733454Plan #003PY 2025

118-35 QUEENS BLVD, SUITE 1530 - FOREST HILLS, NY 11375718-651-7770childcenterny.orgLinkedIn501-1000 employeescivic & social organization

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$33.7M

+20.8% from 2024

Total participants

1,264

+12.6% from 2024

Average account balance

$60,872

+10.1% from 2024

Annual return

13.64%

+1.42 pp from 2024

Benchmarks

See 75 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort75 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$33.66M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$61K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

553

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

35.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.74M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.64%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$199

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
EPIC RETIREMENT PLAN SERVICES3 years Service code 15 · EIN 16-1450952	Recordkeeping	$70,197
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381	Advisory (Plan)	$39,841

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$110K

$101 / participant

Recordkeeping$70K63.8%
Investment mgmt$40K36.2%

% of EOY assets

0.327%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PKF O'CONNOR DAVIES, LLP
Auditor EIN: 271728945
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,872

$36,773+65.5%

$189,758-67.9%

$85,660-28.9%

Participation rate

35.0%

63.3%-28.2pp

79.8%-44.8pp

74.8%-39.8pp

Annual return

13.64%

55.47%-41.8pp

52.62%-39.0pp

19.52%-5.9pp

Employer contribution / active EE

$2,403

$1,536+56.5%

$4,767-49.6%

$4,199-42.8%

Participant deferral / active EE

$1,019

$1,800-43.4%

$5,856-82.6%

$3,518-71.0%

Admin fee / account holder

$199

$132+51.2%

$20,388-99.0%

$224-11.1%

Provider

Service type

Compensation

EPIC RETIREMENT PLAN SERVICES3 years

Service code 15 · EIN 16-1450952

Recordkeeping

$70,197

MORNINGSTAR3 years

Filed as: MORNINGSTAR INVESTMENT MANAGEMENT

Service code 27 · EIN 36-4317381

Advisory (Plan)

$39,841

THE CHILD CENTER OF NY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CHILD CENTER OF NY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion