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Original filing (PDF)20250814050748NAL0005251187001
ALLEN COMMUNICATION LEARNING SER
Form 5500
FILING_RECEIVED
ALLEN COMMUNICATION LEARNING SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
84
Accounts w/ balance
94
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLEN COMMUNICATION LEARNING SER.
Plan sponsor
Name
ALLEN COMMUNICATION LEARNING SER
EIN
54-1936766
Address
55 WEST 900 SOUTH · SALT LAKE CITY, UT · 84101
Phone
(801) 799-7255
Industry
Custom Computer Programming· 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
2025-08-14
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NAVIGATE FINANCIAL LLC | 92-3881045 | — | INVESTMENT/FINANCIAL ADVI | $21K | — |
Investments
30 direct securities· $6.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JH MULTIMGR LIFESTYLE MOD R6 | Registered Investment Companies | — | — | $1.4M | 23.0% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $649K | 10.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $471K | 7.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $377K | 6.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $376K | 6.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $331K | 5.4% | |
| JH MULTIMGR LIFESTYLE AGG R6 | Registered Investment Companies | — | — | $263K | 4.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $244K | 4.0% | |
| JH MULTIMGR LIFESTYLE GRTH R6 | Registered Investment Companies | — | — | $236K | 3.9% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $208K | 3.4% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $194K | 3.2% | |
| FIDELITY ADV LEV CO STOCK I | Registered Investment Companies | — | — | $175K | 2.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $168K | 2.8% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $159K | 2.6% | |
| T ROWE PRICE GROWTH STOCK I | Registered Investment Companies | — | — | $133K | 2.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $129K | 2.1% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $99K | 1.6% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $97K | 1.6% | |
| MACQUARIE BALANCED R6 | Registered Investment Companies | — | — | $89K | 1.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $56K | 0.9% | |
| TROWE PRICE HEALTH SCIENCES | Registered Investment Companies | — | — | $55K | 0.9% | |
| MAC SCIENCE AND TECH INST | Registered Investment Companies | — | — | $38K | 0.6% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $27K | 0.4% | |
| OAKMARK INTERNATIONAL INVESTOR | Registered Investment Companies | — | — | $24K | 0.4% | |
| TRP CAPITAL APPRECIATION | Registered Investment Companies | — | — | $22K | 0.4% | |
| JH MULTIMGR LIFESTYLE BAL R6 | Registered Investment Companies | — | — | $19K | 0.3% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $18K | 0.3% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $11K | 0.2% | |
| JH MULTIMGR LIFESTYLE CONS R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% |
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