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Original filing (PDF)20251010051851NAL0017752754001
EARLY AUTISM SERVICES LLC
Form 5500
FILING_RECEIVED
EARLY AUTISM SERVICES LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~93 bps in Sched C fees
Active participants
170
Accounts w/ balance
146
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
1 pooled trust
Schedule D
22 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
- 93 bps in Schedule C fees — 78% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EARLY AUTISM SERVICES LLC.
Plan sponsor
Name
EARLY AUTISM SERVICES LLC
EIN
46-1228277
Address
1721 MOON LAKE BLVD · SUITE 140 · HOFFMAN ESTATES, IL · 60169
Phone
(603) 370-1492
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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $22K | — |
Investments
21 direct securities · 1 pooled fund· $2.4M(100% 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
$2.4M
21 holdings
Common Collective Trust
$8K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREE INDX 2015 PREM 88 REGISTERED INVESTMENT COMPANY STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $589K | 24.9% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $331K | 14.0% | |
| FID FREEDOM INDEX 2025 PREMIER 88 REGISTERED INVESTMENT COMPANY ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $322K | 13.6% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $228K | 9.6% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $167K | 7.0% | |
| VANGUARD SM CP GR IDX -ADMIRAL 769 REGISTERED INVESTMENT COMPANY VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $157K | 6.6% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $144K | 6.1% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $137K | 5.8% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $73K | 3.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $68K | 2.9% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $26K | 1.1% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $26K | 1.1% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $25K | 1.1% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $24K | 1.0% | |
| FID FREEDOM INDEX 2010 PREMIER 88 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $15K | 0.7% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $14K | 0.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $8K | 0.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $4K | 0.2% | |
| FID FREEDOM INDEX 2030 PREMIER 88 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2035 PREMIER 660 REGISTERED INVESTMENT COMPANY ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $1K | <0.1% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $1K | <0.1% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $1K | <0.1% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $1K | <0.1% |
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