· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BEHAVIOR & LEARNING SOLUTIONS, LLC — BEHAVIOR & LEARNING SOLUTIONS, LLC 401 K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250829122759NAL0006107683001
BEHAVIOR & LEARNING SOLUTIONS, LLC
Form 5500-SF
FILING_RECEIVED
BEHAVIOR & LEARNING SOLUTIONS, LLC 401 K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
58
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
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
BEHAVIOR & LEARNING SOLUTIONS, LLC
.
Find decision makers
Plan sponsor
Name
BEHAVIOR & LEARNING SOLUTIONS, LLC
EIN
26-2746467
Address
1477 E 83RD AVENUE · MERRILLVILLE, IN · 46410
Phone
(219) 472-0628
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
2025-08-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
INDIANAPOLIS CHRISTIAN SCHOOL SYSTEM, INC.
INDIANAPOLIS CHRISTIAN SCHOOL 403(B) PLAN
$1.4M · 119 participants
WESTCHESTER LUTHERAN CHURCH & SCHOO LS
WESTCHESTER LUTHERAN CHURCH & SCHOOLS 403(B) RETIREMENT PLAN
$1.4M · 45 participants
XUSOM MANAGEMENT ADVISORY SERVICES LLC
XUSOM MANAGEMENT ADVISORY SERVICES LLC CASH BALANCE PENSION PLAN
$1.4M · 3 participants
ALASKA SCHOOL ACTIVITIES ASSOCIATION, INC.
ALASKA SCHOOL ACTIVITIES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN
$1.4M · 8 participants
100
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.
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
DC PUBLIC CHARTER SCHOOL COOPERATIVE
DC PUBLIC CHARTER SCHOOL COOPERATIVE ERISA 403(B) PLAN
$1.4M · 12 participants
NAMPA CHRISTIAN SCHOOLS, INC.
NAMPA CHRISTIAN SCHOOLS, INC. 401(K) PLAN
$1.4M · 106 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
