Back to filter
Original filing (PDF)20251105151114NAL0007739603001
AUTISM LEARNING PARTNERS
Form 5500
FILING_RECEIVED
AUTISM LEARNING PARTNERS 401(K) PLAN
401(k) retirement plan
Signals · 1
~154 bps in Sched C fees
Active participants
3,518
Accounts w/ balance
4,157
Plan assets (EOY)
$14.3M
Net assets (EOY)
$14.3M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 154 bps in Schedule C fees — 432% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUTISM LEARNING PARTNERS.
Plan sponsor
Name
AUTISM LEARNING PARTNERS
EIN
26-3494212
Address
1333 S. MAYFLOWER AVE. · SUITE 220 · MONROVIA, CA · 91016
Phone
(818) 241-6780
Industry
Health Care & Social Assistancesee 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
2025-11-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $182K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI | $39K | — |
Investments
30 direct securities · 1 pooled fund· $14.0M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$13.8M
30 holdings
Common Collective Trust
$166K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.7M | 18.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.6M | 18.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.9M | 13.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.6M | 10.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $802K | 5.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $717K | 5.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $677K | 4.7% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $621K | 4.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $536K | 3.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $302K | 2.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $245K | 1.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $166K | 1.2% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $113K | 0.8% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $111K | 0.8% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $93K | 0.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $83K | 0.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $79K | 0.6% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $75K | 0.5% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $75K | 0.5% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $68K | 0.5% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $64K | 0.4% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $62K | 0.4% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $61K | 0.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $58K | 0.4% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $55K | 0.4% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $54K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $47K | 0.3% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $22K | 0.2% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $20K | 0.1% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $19K | 0.1% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $7K | <0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Health Care & Social Assistance plans
UNISON HEALTH BEHAVORIAL HEALTH GROUP INC. DBA UNISON HEALTH
UNISON BEHAVIORAL HEALTH GROUP RETIREMENT PLAN
$14.2M · 162 participants
STARTING POINT SERVICES FOR CH
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF STARTING POINT SERVICES FOR CHILDREN, INC.
$14.3M · 141 participants
PSYCHIATRIC SERVICES OF RACINE, LLP
PSYCHIATRIC SERVICES OF RACINE, LLP 401K PROFIT SHARING PLAN & TRUST
$14.6M · 9 participants
INTERBOROUGH DEVELOPMENTAL AND CONSULTATION CENTER
INTERBOROUGH DEVELOPMENTAL AND CONSULTATION CENTER 401(K) PLAN
$13.5M · 424 participants
PENNSYLVANIA COUNSELING SERVICES, INC.
PENNSYLVANIA COUNSELING SERVICES, INC. PROFIT SHARING 401(K) PLAN
$15.1M · 377 participants
THE CHILDRENS SVC CTR OF WYO VAL
THE CHILDRENS SVC CTR OF WYO VAL 401(K) PLAN
$15.2M · 405 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