Filings through Oct 24, 2026.

Retirement plan

Arise 401(k) Plan

Name: ARISE CHILD AND FAMILY SERVICE, INC. - ARISE 401(K) PLAN (2025) Form 5500
Creator: ARISE CHILD AND FAMILY SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARISE 401(K) PLAN, ARISE CHILD AND FAMILY SERVICE, INC.

Arise Child and Family Service, Inc.EIN 16-1186293Plan #001PY 2025

635 JAMES STREET - SYRACUSE, NY 13203315-472-3171LinkedIn1-10 employeeshospital & health care

Other plans on this EIN

1 filing

#003Retirement

Prospect flagsLow participationLow employer contributionLow participant contributionPossible retail share class: $1KFew collective trustsFund lineup: 10 funds, $11.3M

How to read this page

Total assets (EOY)

$11.3M

No prior year

Total participants

1,390

No prior year

Average account balance

$18,491

No prior year

Annual return

243.99%

No prior year

Benchmarks

See 1,443 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,443 peers

Snapshot2025

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
TBS AGENCY INC1+ years Filed as: TBS AGENCY, INC. Service code 55 1776 PLESANT PLAIN ROAD · FAIRFIELD, IA 52556	Other Commissions	$17,427
ACTUARIAL PENSION ANALYSTS, INC.1+ years Service code 15 · EIN 16-1316349	Recordkeeping	$11,248
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 39-1897480	Advisory (Plan)	$6,009
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Service code 15 · EIN 13-3689044	Recordkeeping	$3,765

Fund lineup

CSV with Pro

10 funds of $250K or more; 27 lines in all, holding $11.3M of the plan's $11.3M. From the 2025 filing. Recordkeeper: Actuarial Pension Analysts.

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%
MyCompass Amer Fds 2030 Fd R Capital Group · Separate account	Capital Group	Separate account	$2.9M	25.6%
MyCompass Amer Fds 2035 Fd R Capital Group · Separate account	Capital Group	Separate account	$1.5M	13.3%
MyCompass Amer Fds 2050 Fd R Capital Group · Separate account	Capital Group	Separate account	$1.5M	13.0%
MyCompass Amer Fds 2045 Fd R Capital Group · Separate account	Capital Group	Separate account	$1.4M	12.5%
MyCompass Amer Fds 2040 Fd R Capital Group · Separate account	Capital Group	Separate account	$1.1M	10.0%
MyCompass Amer Fds 2025 Fd R Capital Group · Separate account	Capital Group	Separate account	$756K	6.7%
MyCompass Amer Fds 2055 Fd R Capital Group · Separate account	Capital Group	Separate account	$703K	6.2%
MyCompass Amer Fds 2020 Fd R Capital Group · Separate account	Capital Group	Separate account	$410K	3.6%
MyCompass American Funds 2060 Fund Class R Capital Group · Separate account	Capital Group	Separate account	$380K	3.4%
MyCompass Amer Fds 2065 Fd R Capital Group · Separate account	Capital Group	Separate account	$316K	2.8%

See the other 17 lines in this lineup with Pro.

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 codes2F2G2J2K2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$31K

$22 / participant

Other / not subdivided$31K100.0%

% of EOY assets

0.272%

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: BONADIO & CO., LLP
Auditor EIN: 161131146
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

TBS AGENCY INC1+ years

Filed as: TBS AGENCY, INC.

Service code 55

1776 PLESANT PLAIN ROAD · FAIRFIELD, IA 52556

Other Commissions

$17,427

ACTUARIAL PENSION ANALYSTS, INC.1+ years

Service code 15 · EIN 16-1316349

Recordkeeping

$11,248

CAMBRIDGE INVESTMENT RESEARCH1+ years

Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS

Service code 27 · EIN 39-1897480

Advisory (Plan)

$6,009

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Service code 15 · EIN 13-3689044

Recordkeeping

$3,765

Fund

Dollars

% of funds%

MyCompass Amer Fds 2030 Fd R