Child Trends 403(B) Plan — Form 5500 plan (Child Trends, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Child Trends 403(B) Plan is a benefit plan reported by Child Trends, Inc. under EIN 13-2982969 and plan number 001. The latest loaded filing year is 2023. The filing reports 287 participants and $41,666,918 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Child Trends, Inc.
EIN
13-2982969
Plan number
001
Plan type
2
Location
Rockville, MD
Latest filing year
2023
Participants
287
End-of-year plan assets
$41,666,918

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023287H, C20241015134812NAL0016525331001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,666,918
Total liabilities (EOY)
$0
Net assets (EOY)
$41,666,918
Net assets (BOY)
$31,584,740

Income & contributions

Employer contributions
$2,200,082
Participant contributions
$2,134,791
Total contributions
$4,763,770
Total income / additions
$10,751,154

Expenses & distributions

Benefits paid
$612,889
Administrative expenses
$56,087
Total expenses
$668,976
Net increase / (decrease)
$10,082,178

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$85,996$02023
Lpl Financial LLC-RpcpINVESTMENT ADVISORY$0$45,7982023
The Retirement AdvantageCONTRACT ADMINISTRATOR$6,106$11,0702023

Related Form 5500 pages