Back to filter
Original filing (PDF)20251001095737NAL0013034753001
VOCATIONAL DEVELOPMENT GROUP, LLC DBA INBLOOM AUTISM SERVICES
Form 5500
FILING_RECEIVED
VOCATIONAL DEVELOPMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
28% in single holding~12158 bps in Sched C fees
Active participants
972
Accounts w/ balance
696
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
22 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
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "OIPM-BLKRK LP IDX 2060 K Registered Investment Company" is 28% of plan.
- 12158 bps in Schedule C fees — 23281% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VOCATIONAL DEVELOPMENT GROUP, LLC DBA INBLOOM AUTISM SERVICES.
Plan sponsor
Name
VOCATIONAL DEVELOPMENT GROUP, LLC DBA INBLOOM AUTISM SERVICES
EIN
47-5420155
Address
6416 NW FIFTH WAY · FT. LAUDERDALE, FL · 33309
Phone
(954) 376-3758
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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $5.2M | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $53K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOREST CAPITAL MANAGEMENT LLC | 46-5576228 | — | ADVISOR | $9K | — |
Investments
22 direct securities· $4.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| OIPM-BLKRK LP IDX 2060 K Registered Investment Company | — | — | — | $1.2M | 27.7% | |
| OYZO-BLKRK LP IDX 2055 K Registered Investment Company | — | — | — | $943K | 21.9% | |
| OYYQ-BLKRK LP IDX 2050 K Registered Investment Company | — | — | — | $605K | 14.0% | |
| OYZN-BLKRK LP IDX 2045 K Registered Investment Company | — | — | — | $506K | 11.8% | |
| OEY4-BLKRK LP IDX 2065 K Registered Investment Company | — | — | — | $225K | 5.2% | |
| Registered Investment Companies * 2328-FID 500 INDEX Registered Investment Company ** $ | — | — | — | $218K | 5.1% | |
| OYZM-BLKRK LP IDX 2035 K Registered Investment Company | — | — | — | $168K | 3.9% | |
| OYQA-JPM LG CAP GROWTH R6 Registered Investment Company | — | — | — | $86K | 2.0% | |
| 2352-FID MID CAP IDX Registered Investment Company | — | — | — | $60K | 1.4% | |
| Interest-Bearing Cash * FID GOVT MMKT K6 Interest-Bearing Cash ** $ | — | — | — | $53K | 1.2% | |
| OYYP-BLKRK LP IDX 2040 K Registered Investment Company | — | — | — | $52K | 1.2% | |
| 2363-FID INTL INDEX Registered Investment Company | — | — | — | $49K | 1.1% | |
| OUFP-AF NEW WORLD R6 Registered Investment Company | — | — | — | $33K | 0.8% | |
| 2358-FID SM CAP IDX Registered Investment Company | — | — | — | $26K | 0.6% | |
| OYYM-BLKRK LP IDX RTMT K Registered Investment Company | — | — | — | $22K | 0.5% | |
| Participant Loans Interest rates at (9.00%~9.50%) $0 | — | — | — | $20K | 0.5% | |
| OU22-MFS INTL GROWTH R6 Registered Investment Company ** 768 OUBH-AF AMER MUTUAL R6 Registered Investment Company | — | — | — | $17K | 0.4% | |
| OVV6-LD ABT SH DTN INC R6 Registered Investment Company | — | — | — | $9K | 0.2% | |
| OURP-DFA GLOB REAL ESTATE Registered Investment Company | — | — | — | $7K | 0.2% | |
| OYYO-BLKRK LP IDX 2030 K Registered Investment Company | — | — | — | $5K | 0.1% | |
| OI81-AF INFL LINKED BD R6 Registered Investment Company | — | — | — | $5K | 0.1% | |
| OFDZ-DODGE & COX INCOME I Registered Investment Company | — | — | — | $4K | 0.1% |