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Original filing (PDF)20251008133031NAL0003041683001
BEHAVIORAL LEARNING NETWORK, LLC
Form 5500
FILING_RECEIVED
BEHAVIORAL LEARNING NETWORK, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
36% in single holdingNo recordkeeper disclosed
Active participants
131
Accounts w/ balance
239
Plan assets (EOY)
$613K
Net assets (EOY)
$613K
How this plan invests
This plan
15 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
82
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: VG2055 (no filing on disk)]" is 36% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEHAVIORAL LEARNING NETWORK, LLC.
Plan sponsor
Name
BEHAVIORAL LEARNING NETWORK, LLC
EIN
46-3344729
Address
5435 BALBOA BLVD · SUITE 202 · ENCINO, CA · 91316
Phone
(310) 933-4499
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CALIBER AUDIT & ATTEST, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
15 pooled funds· $25.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VG2060 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $25.3M | 4122.8% | |
| VG2055 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $129K | 21.0% | |
| VG2065 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $53K | 8.6% | |
| VG2050 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $39K | 6.4% | |
| VG2035 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $31K | 5.0% | |
| VAL INDX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $21K | 3.4% | |
| VG2045 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $21K | 3.4% | |
| GRTH INDX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 2.9% | |
| JH2065 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $17K | 2.8% | |
| VG2040 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 2.0% | |
| JH2060 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 2.0% | |
| VG2025 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | 0.7% | |
| VG RET JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | 0.2% | |
| JH SGF JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $49 | <0.1% | |
| VAN BF JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $48 | <0.1% |
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