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Original filing (PDF)20251010124001NAL0004246211001
LIFELONG LEARNING ADMINISTRATION CORPORATION
Form 5500
FILING_RECEIVED
LIFELONG LEARNING ADMINISTRATION CORPORATION 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
386
Accounts w/ balance
379
Plan assets (EOY)
$37.5M
Net assets (EOY)
$37.5M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFELONG LEARNING ADMINISTRATION CORPORATION.
Plan sponsor
Name
LIFELONG LEARNING ADMINISTRATION CORPORATION
EIN
47-5307489
Address
177 HOLSTON DRIVE · LANCASTER, CA · 935354570
Phone
(661) 272-1225
Industry
Educational 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
JOHANSON & YAU ACCOUNTANCY CORP.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP | 61-1758632 | — | SERVICE PROVIDER | $33K | — |
| PENSIONMARK FINANCIAL GROUP | 81-1758632 | — | SERVICE PROVIDER | $17K | — |
| STEPHEN B. MARVIN AGENCY INC. | 95-2959354 | — | SERVICE PROVIDER | $8K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 95-2959354 | — | SERVICE PROVIDER | $0 | — |
Investments
28 direct securities · 1 pooled fund· $38.6M(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.
Uncategorized
$36.9M
28 holdings
Pooled Separate Account
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Dyn 2035 Fd K Pooled separate account n/a | — | — | — | $5.4M | 14.5% | |
| BlackRock LifePath Dyn 2045 Fd K Pooled separate account n/a | — | — | — | $4.7M | 12.6% | |
| Fidelity 500 Index Fund Pooled separate account n/a | — | — | — | $4.3M | 11.5% | |
| BlackRock LifePath Dyn 2055 Fd K Pooled separate account n/a | — | — | — | $3.6M | 9.6% | |
| BlackRock LifePath Dyn Retire F K Pooled separate account n/a | — | — | — | $3.5M | 9.2% | |
| MFS Growth Fund R6 Pooled separate account n/a | — | — | — | $2.6M | 6.9% | |
| VY TRowePrice Captl Apprec Pt R6 Pooled separate account n/a | — | — | — | $2.3M | 6.3% | |
| Voya Fixed Plus Account III Fixed annuity n/a | — | — | — | $1.7M | 4.4% | |
| VOYA RET INS AND ANN CO SEP ACCT C VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.7M | 4.4% | |
| BlackRock LifePath Dyn 2050 Fd K Pooled separate account n/a | — | — | — | $1.6M | 4.3% | |
| MFS Core Equity Fund R6 Pooled separate account n/a | — | — | — | $766K | 2.0% | |
| MFS Intl Intrinsic Val Fnd R6 Pooled separate account n/a | — | — | — | $698K | 1.9% | |
| Fidelity Mid Cap Index Fd Pooled separate account n/a | — | — | — | $692K | 1.8% | |
| JPMorgan Equity Income Fund R6 Pooled separate account n/a | — | — | — | $677K | 1.8% | |
| BlackRock LifePath Dyn 2040 Fd K Pooled separate account n/a | — | — | — | $578K | 1.5% | |
| American Funds Amer Mutual R6 Pooled separate account n/a | — | — | — | $554K | 1.5% | |
| Notes receivable from participants 48 loans - 3.25% to 8.5% n/a | — | — | — | $482K | 1.3% | |
| Fidelity Sm Cp Ind Fund Pooled separate account n/a | — | — | — | $382K | 1.0% | |
| Voya Intermediate Bond Fund R6 Pooled separate account n/a | — | — | — | $366K | 1.0% | |
| BlackRock LifePath Dyn 2030 Fd K Pooled separate account n/a | — | — | — | $334K | 0.9% | |
| FdtdHrms Inst Hg Yld Bd Fnd R6 Pooled separate account n/a | — | — | — | $263K | 0.7% | |
| BlackRock LifePath Dyn 2060 Fd K Pooled separate account n/a | — | — | — | $260K | 0.7% | |
| American Funds New World R6 Pooled separate account n/a | — | — | — | $239K | 0.6% | |
| DFA US Small Cap Gr Port Ins Pooled separate account n/a | — | — | — | $231K | 0.6% | |
| Inv Discovery MCp Grw F R6 Pooled separate account n/a | — | — | — | $205K | 0.5% | |
| Goldman Sachs Sm Cp Value Insig R6 Pooled separate account n/a | — | — | — | $194K | 0.5% | |
| John Hanck Disp Val Mid Cap Fd R6 Pooled separate account n/a | — | — | — | $157K | 0.4% | |
| BlackRock LifePath Dyn 2065 Fd K Pooled separate account n/a | — | — | — | $124K | 0.3% | |
| First Eagle Global Income Builder R6 Pooled separate account n/a | — | — | — | $11K | <0.1% |
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