Department of Labor filing

SARAH A. REED CHILDREN'S CENTER

SARAH A. REED CHILDREN'S CENTER RETIREMENT SAVINGS PLAN · For the plan year ended Jun 30, 2025

Public filing 2024 · received Apr 10, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

72filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$1,844

Reported employer contributions per active participant.

Higher than about 87% of comparable plans

#People in the filing

248

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$130 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 38% of comparable plans

↗Investment performance

Not available

Plan assets changed 5.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202472out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions87th percentileTypical peer $799 · based on 430 comparable plans

Lower reported administrative expense38th percentileTypical peer $93 · based on 456 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, SARAH A. REED CHILDREN'S CENTER reported $457,269 in employer contributions across the plan and 248 active participants. That works out to $1,844 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy70%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 1.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 17.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context72/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $457,269
Participant contributions: $692,358
Other contributions: $3,020
Employer share of reported contributions: 39.8%
Beginning assets: $23,817,397
Ending assets: $25,216,672
Ending net assets: $25,216,672
Ending liabilities: $0
Total income: $3,964,922
Total expenses: $2,565,647
Administrative expenses: $46,719
Participant loans: $272,188

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,825

2023

$1,855

2024

$1,844

Plan-paid administrative expenses per participant

2022

$111

2023

$121

2024

$130

Active participants

2022

270

2023

263

2024

248

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,844	248	25.2M	20260410171257NAL0024458290001
2023	$1,855	263	23.8M	20250410152725NAL0013235475001
2022	$1,825	270	21M	20240411154557NAL0000978529001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 250965486-003

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2004
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E3D2G2J2K2F2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
MERILL LYNCH,PIERCE,FENNER & SMITH	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260410171257NAL0024458290001

Data sourceDOL Form 5500 bulk data ↗

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