Original filing (PDF)20251010124001NAL0004246211001

Lifelong Learning Administration Corporation

Name: Lifelong Learning Administration Corporation — Form 5500 Plan 001 (2024)
Creator: Lifelong Learning Administration Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lifelong Learning Administration Corporation 403(b) Plan

403(b) retirement plan · Lifelong Learning Administration Corporation's Lifelong Learning Administration Corporation 403(b) Plan held $37.5M in plan assets for 386 participants in 2024, with Voya as recordkeeper.

Active participants

386

Accounts w/ balance

379

Plan assets (EOY)

$37.5M

Net assets (EOY)

$37.5M

People on this filing

CHAD Gray signed Lifelong Learning Administration Corporation's 2024 Form 5500 as plan administrator.

CHAD Gray — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lifelong Learning Administration Corporation's EIN is 47-5307489.

EIN 47-5307489

Plan number 001

Plan year 2024

ACK ID 20251010124001NAL0004246211001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lifelong Learning Administration Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lifelong Learning Administration Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIFELONG LEARNING ADMINISTRATION CORPORATION.

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

LIFELONG LEARNING ADMINISTRATION CORPORATION

EIN

all filings

Address

177 HOLSTON DRIVE · LANCASTER, CA · 935354570

Phone

(661) 272-1225

Industry

Educational Services

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	95-2959354	—	SERVICE PROVIDER	$0	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSIONMARK FINANCIAL GROUP	61-1758632	—	SERVICE PROVIDER	$33K	—

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.

Pooled Separate Accounts

$34.8M

26 holdings

Other securities

$1.7M

1 holding

Pooled Separate Account

$1.7M

1 holding

Bonds / Notes

$482K

1 holding

					% of plan
BlackRock LifePath Dyn 2035 Fd K Pooled separate account n/a	Pooled Separate Accounts	—	—	$5.4M	14.5%
BlackRock LifePath Dyn 2045 Fd K Pooled separate account n/a	Pooled Separate Accounts	—	—	$4.7M	12.6%
Fidelity 500 Index Fund Pooled separate account n/a	Pooled Separate Accounts	—	—	$4.3M	11.5%
BlackRock LifePath Dyn 2055 Fd K Pooled separate account n/a	Pooled Separate Accounts	—	—	$3.6M	9.6%
BlackRock LifePath Dyn Retire F K Pooled separate account n/a	Pooled Separate Accounts	—	—	$3.5M	9.2%
MFS Growth Fund R6 Pooled separate account n/a	Pooled Separate Accounts	—	—	$2.6M	6.9%
VY TRowePrice Captl Apprec Pt R6 Pooled separate account n/a	Pooled Separate Accounts	—	—	$2.3M	6.3%
Voya Fixed Plus Account III Fixed annuity n/a	Other securities	—	—	$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	Pooled Separate Accounts	—	—	$1.6M	4.3%
MFS Core Equity Fund R6 Pooled separate account n/a	Pooled Separate Accounts	—	—	$766K	2.0%
MFS Intl Intrinsic Val Fnd R6 Pooled separate account n/a	Pooled Separate Accounts	—	—	$698K	1.9%
Fidelity Mid Cap Index Fd Pooled separate account n/a	Pooled Separate Accounts	—	—	$692K	1.8%
JPMorgan Equity Income Fund R6 Pooled separate account n/a	Pooled Separate Accounts	—	—	$677K	1.8%
BlackRock LifePath Dyn 2040 Fd K Pooled separate account n/a	Pooled Separate Accounts	—	—	$578K	1.5%
American Funds Amer Mutual R6 Pooled separate account n/a	Pooled Separate Accounts	—	—	$554K	1.5%
Notes receivable from participants 48 loans - 3.25% to 8.5% n/a	Bonds / Notes	—	—	$482K	1.3%
Fidelity Sm Cp Ind Fund Pooled separate account n/a	Pooled Separate Accounts	—	—	$382K	1.0%
Voya Intermediate Bond Fund R6 Pooled separate account n/a	Pooled Separate Accounts	—	—	$366K	1.0%
BlackRock LifePath Dyn 2030 Fd K Pooled separate account n/a	Pooled Separate Accounts	—	—	$334K	0.9%
FdtdHrms Inst Hg Yld Bd Fnd R6 Pooled separate account n/a	Pooled Separate Accounts	—	—	$263K	0.7%
BlackRock LifePath Dyn 2060 Fd K Pooled separate account n/a	Pooled Separate Accounts	—	—	$260K	0.7%
American Funds New World R6 Pooled separate account n/a	Pooled Separate Accounts	—	—	$239K	0.6%
DFA US Small Cap Gr Port Ins Pooled separate account n/a	Pooled Separate Accounts	—	—	$231K	0.6%
Inv Discovery MCp Grw F R6 Pooled separate account n/a	Pooled Separate Accounts	—	—	$205K	0.5%
Goldman Sachs Sm Cp Value Insig R6 Pooled separate account n/a	Pooled Separate Accounts	—	—	$194K	0.5%
John Hanck Disp Val Mid Cap Fd R6 Pooled separate account n/a	Pooled Separate Accounts	—	—	$157K	0.4%
BlackRock LifePath Dyn 2065 Fd K Pooled separate account n/a	Pooled Separate Accounts	—	—	$124K	0.3%
First Eagle Global Income Builder R6 Pooled separate account n/a	Pooled Separate Accounts	—	—	$11K	<0.1%