Retirement plan

BUTLER COUNTY CHILDRENS CENTER, INC. EMPLOYEES SAVINGS TRUST

Name: BUTLER COUNTY CHILDRENS CENTER INC. - BUTLER COUNTY CHILDRENS CENTER, INC. EMPLOYEES SAVINGS TRUST (2025) Form 5500
Creator: BUTLER COUNTY CHILDRENS CENTER INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUTLER COUNTY CHILDRENS CENTER, INC. EMPLOYEES SAVINGS TRUST, BUTLER COUNTY CHILDRENS CENTER INC.

BUTLER COUNTY CHILDRENS CENTER INC.EIN 25-1249750Plan #001PY 2025

139 RIEGER RD. - BUTLER, PA 16001724-287-2761bcccinc.orgLinkedIn51-200 employeeseducation management

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$5.6M

+17.5% from 2024

Total participants

157

+10.6% from 2024

Average account balance

$35,980

+6.3% from 2024

Annual return

11.82%

-0.64 pp from 2024

Benchmarks

See 2,242 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort2,242 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.65M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

157

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$539K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$216

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 3 by compensation

Provider	Service type	Compensation
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400	Recordkeeping	$18,550
STADION MONEY MANAGEMENT2 years Filed as: STADION MONEY MANAGEMENT, LLC Service code 28 · EIN 45-1564286	Investment Management	$14,359
MESIROW FINANCIAL INVESTMENT MANAGE3 years Filed as: MESIROW FINANCIAL IVSTMNT MGT, INC Service code 27 · EIN 36-3429599	Advisory (Plan)	$1,002

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$34K

$276 / participant

Recordkeeping$19K54.7%
Contract admin$15K45.3%

% of EOY assets

0.600%

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: MAHER DUESSEL
Auditor EIN: 251622758
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,980

$41,016-12.3%

$152,093-76.3%

$64,097-43.9%

Participation rate

100.0%

51.3%+48.7pp

77.8%+22.2pp

55.2%+44.8pp

Annual return

11.82%

39.60%-27.8pp

66.36%-54.5pp

34.64%-22.8pp

Employer contribution / active EE

$2,322

$1,342+73.0%

$4,175-44.4%

$1,891+22.8%

Participant deferral / active EE

$2,063

$1,927+7.0%

$5,451-62.2%

$3,080-33.0%

Admin fee / account holder

$216

$2,305-90.6%

$14,497-98.5%

$3,454-93.7%

Provider

Service type

Compensation

AMERITAS LIFE INSURANCE CORP3 years

Filed as: AMERITAS LIFE INSURANCE CORP.

Service code 15 · EIN 47-0098400

Recordkeeping

$18,550

STADION MONEY MANAGEMENT2 years

Filed as: STADION MONEY MANAGEMENT, LLC

Service code 28 · EIN 45-1564286

Investment Management

$14,359

MESIROW FINANCIAL INVESTMENT MANAGE3 years

Filed as: MESIROW FINANCIAL IVSTMNT MGT, INC

Service code 27 · EIN 36-3429599

Advisory (Plan)

$1,002

BUTLER COUNTY CHILDRENS CENTER, INC. EMPLOYEES SAVINGS TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUTLER COUNTY CHILDRENS CENTER, INC. EMPLOYEES SAVINGS TRUST

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