Filings through Oct 24, 2026.

Retirement plan

403(b) Thrift Plan of L. I. Child and Family Development Services, Inc.

Name: L. I. CHILD AND FAMILY DEVELOP - 403(B) THRIFT PLAN OF L. I. CHILD AND FAMILY DEVELOPMENT SERVICES, INC. (2025) Form 5500
Creator: L. I. CHILD AND FAMILY DEVELOP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF L. I. CHILD AND FAMILY DEVELOPMENT SERVICES, INC., L. I. CHILD AND FAMILY DEVELOP

L. I. Child and Family DevelopEIN 11-2771919Plan #003PY 2025Filed Sep 9, 2026

98 AUSTIN ST - PATCHOGUE, NY 117722615631-758-5200

Prospect flagsLow returnsFew collective trustsFund lineup: 2 funds, $12.1M

How to read this page

Total assets (EOY)

$12.1M

+6.5% from 2024

Total participants

616

+2.3% from 2024

Average account balance

$21,577

+4.4% from 2024

Annual return

6.40%

-8.40 pp from 2024

Benchmarks

See 4,075 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,075 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP6 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Participant loan processing; Recordke...	$7,295

Fund lineup

CSV with Pro

2 funds of $250K or more; 10 lines in all, holding $12.1M of the plan's $12.1M. From the 2025 filing. Recordkeeper: Mutual of America.

In collective trusts0%median 0% for plans of $5M to $50M (40,338 plans)

In index funds<1%median 22% for plans of $5M to $50M (40,338 plans)

In the main target-date series0%median 38% for plans of $5M to $50M (40,338 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
L. I. Child and Family Development Services, Inc. . Manager not matched · Insurance contract	Not yet matched	Insurance contract	$5.9M	48.6%
Group Annuity Contract Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund	Mutual of America	Insurance contract	$5.6M	46.1%
Group Annuity Contract Mutual of America Vanguard VIF International Portfoli Vanguard · Insurance contract	Vanguard	Insurance contract	$222K	1.8%
Group Annuity Contract Mutual of America Vanguard VIF Diversified Value Port Vanguard · Insurance contract	Vanguard	Insurance contract	$180K	1.5%
Group Annuity Contract Mutual of America T. Rowe Price Blue Chip Growth Port T. Rowe Price · Insurance contract	T. Rowe Price	Insurance contract	$102K	0.8%
Group Annuity Contract Mutual of America Vanguard VIF Real Estate Index Port Vanguard · Insurance contract Index	Vanguard	Insurance contract	$102K	0.8%
Group Annuity Contract Mutual of America PIMCO VIT Real Return Portfolio PIMCO (Allianz) · Insurance contract	PIMCO (Allianz)	Insurance contract	$21K	0.2%
Attachment to Dec2024 Form Manager not matched · Other	Not yet matched	Other	$11K	<0.1%
Group Annuity Contract Mutual of America Vanguard VIF Total Bond Market Inde Vanguard · Insurance contract Index	Vanguard	Insurance contract	$5K	<0.1%
Group Annuity Contract Mutual of America Neuberger Berman AMT Sustainable Eq Neuberger Berman · Insurance contract	Neuberger Berman	Insurance contract	$218	<0.1%

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2G2J2K2E2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$14 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.041%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BERARD & ASSOCIATES, CPAS PC
Auditor EIN: 133774222
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Filings through Oct 24, 2026.

Retirement plan

403(b) Thrift Plan of L. I. Child and Family Development Services, Inc.

L. I. Child and Family DevelopEIN 11-2771919Plan #003PY 2025Filed Sep 9, 2026

98 AUSTIN ST - PATCHOGUE, NY 117722615631-758-5200

Prospect flagsLow returnsFew collective trustsFund lineup: 2 funds, $12.1M

People on file3 contacts

YG
Yvonne Green
Filing signerFiling signer
#501#502#503#504
PY 2025
+2 more — auditor, admin, prior signers, …

5500 filings10 filings · 2016–2025

20255500401(k)Latest

5500 PDF

How to read this page

Total assets (EOY)

$12.1M

+6.5% from 2024

Total participants

616

+2.3% from 2024

Average account balance

$21,577

+4.4% from 2024

Annual return

6.40%

-8.40 pp from 2024

Benchmarks

See 4,075 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,075 peers

Snapshot2025

See peer percentile detail with Pro.

Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.

Try Pro free Compare plans

Analytics

See the 10-year trajectory with Pro.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP6 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Participant loan processing; Recordke...	$7,295

Fund lineup

CSV with Pro

2 funds of $250K or more; 10 lines in all, holding $12.1M of the plan's $12.1M. From the 2025 filing. Recordkeeper: Mutual of America.

In collective trusts0%median 0% for plans of $5M to $50M (40,338 plans)

In index funds<1%median 22% for plans of $5M to $50M (40,338 plans)

In the main target-date series0%median 38% for plans of $5M to $50M (40,338 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
L. I. Child and Family Development Services, Inc. . Manager not matched · Insurance contract	Not yet matched	Insurance contract	$5.9M	48.6%
Group Annuity Contract Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund	Mutual of America	Insurance contract	$5.6M	46.1%
Group Annuity Contract Mutual of America Vanguard VIF International Portfoli Vanguard · Insurance contract	Vanguard	Insurance contract	$222K	1.8%
Group Annuity Contract Mutual of America Vanguard VIF Diversified Value Port Vanguard · Insurance contract	Vanguard	Insurance contract	$180K	1.5%
Group Annuity Contract Mutual of America T. Rowe Price Blue Chip Growth Port T. Rowe Price · Insurance contract	T. Rowe Price	Insurance contract	$102K	0.8%
Group Annuity Contract Mutual of America Vanguard VIF Real Estate Index Port Vanguard · Insurance contract Index	Vanguard	Insurance contract	$102K	0.8%
Group Annuity Contract Mutual of America PIMCO VIT Real Return Portfolio PIMCO (Allianz) · Insurance contract	PIMCO (Allianz)	Insurance contract	$21K	0.2%
Attachment to Dec2024 Form Manager not matched · Other	Not yet matched	Other	$11K	<0.1%
Group Annuity Contract Mutual of America Vanguard VIF Total Bond Market Inde Vanguard · Insurance contract Index	Vanguard	Insurance contract	$5K	<0.1%
Group Annuity Contract Mutual of America Neuberger Berman AMT Sustainable Eq Neuberger Berman · Insurance contract	Neuberger Berman	Insurance contract	$218	<0.1%

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2G2J2K2E2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$14 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.041%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BERARD & ASSOCIATES, CPAS PC
Auditor EIN: 133774222
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

403(b) Thrift Plan of L. I. Child and Family Development Services, Inc.

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(b) Thrift Plan of L. I. Child and Family Development Services, Inc.

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion