· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
A BETTER LIFE RECOVERY, LLC — A BETTER LIFE RECOVERY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250603113946NAL0010672945001
A BETTER LIFE RECOVERY, LLC
Form 5500-SF
FILING_RECEIVED
A BETTER LIFE RECOVERY 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
389
Accounts w/ balance
142
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
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
A BETTER LIFE RECOVERY, LLC
.
Find decision makers
Plan sponsor
Name
A BETTER LIFE RECOVERY, LLC
EIN
47-2449231
Address
30310 RANCHO VIEJO ROAD · SAN JUAN CAPISTRANO, CA · 92675
Phone
(949) 301-3546
Industry
Health Care & Social Assistance
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
2025-06-03
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
SUNDOWN RANCH, INC.
SUNDOWN RANCH, INC. 401(K) PLAN
$4.0M · 60 participants
TOUCHSTONE BEHAVIORAL HEALTH
TOUCHSTONE BEHAVIORAL HEALTH 401(K) PLAN
$4.0M · 189 participants
START TREATMENT & RECOVERY CENTERS
START UNION EMPLOYEES' RETIREMENT PLAN
$4.0M · 80 participants
CULTIVATE BEHAVIORAL MANAGEMENT CORP.
CULTIVATE BEHAVIORAL MANAGEMENT 401(K) PLAN
$4.0M · 665 participants
LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC.
LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 37% 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.
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.0M · 238 participants
SPECTRUM HEALTH SYSTEMS, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF SPECTRUM HEALTH SYSTEMS, INC.
$4.1M · 25 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
