· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BUENA VIDA LEARNING SERVICES — BUENA VIDA LEARNING SERVICES 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250903184053NAL0015659953001
BUENA VIDA LEARNING SERVICES
Form 5500-SF
FILING_RECEIVED
BUENA VIDA LEARNING SERVICES 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
295
Accounts w/ balance
23
Plan assets (EOY)
$547K
Net assets (EOY)
$547K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BUENA VIDA LEARNING SERVICES
.
Find decision makers
Plan sponsor
Name
BUENA VIDA LEARNING SERVICES
EIN
02-0754876
Address
9901 PARAMOUNT BLVD · STE 212 · DOWNEY, CA · 90240
Phone
(626) 664-4437
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
EMERALD COAST AUTISM CENTER, INC
EMERALD COAST AUTISM CENTER 401(K) PLAN
$547K · 72 participants
FAHEY ASSOCIATES, LLC
FAHEY ASSOCIATES, LLC 401(K) PLAN
$547K · 3 participants
FAHEY ASSOCIATES, LLC
FAHEY ASSOCIATES, LLC 401(K) PLAN
$547K · 3 participants
RITHM, INC.
RITHM, INC. 401(K) P/S PLAN
$547K · 11 participants
SVARA NFP
SVARA NFP 401(K) PLAN
$548K · 15 participants
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 8% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
VALLEY TRAINING CENTERS, INC.
VALLEY TRAINING CENTERS 401(K)PLAN
$548K · 245 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
