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Original filing (PDF)20251004143012NAL0002070625001
INTENSIVE BEHAVIOR INTERVENTIO
Form 5500
FILING_RECEIVED
INTENSIVE BEHAVIOR INTERVENTIO 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
130
Accounts w/ balance
232
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
How this plan invests
This plan
15 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 INTENSIVE BEHAVIOR INTERVENTIO.
Plan sponsor
Name
INTENSIVE BEHAVIOR INTERVENTIO
EIN
76-0713886
Address
1201 W 190TH ST STE 101 · GARDENA, CA · 902484304
Phone
(310) 406-0472
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
2025-10-04
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)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | — | — | INVESTMENT ADVISORY | $12K | — |
Investments
15 direct securities· $3.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Global Allocation Fund, Inc. Class R Registered Investment Company | — | — | — | $702K | 20.4% | |
| DFA Commodity Strategy Portfolio Institutional Class Registered Investment Company ** 735 Vanguard Balanced Index Fund Admiral Shares Registered Investment Company | — | — | — | $684K | 19.9% | |
| MFS Lifetime 2030 Fund Class R2 Registered Investment Company | — | — | — | $633K | 18.4% | |
| Pioneer Fund Class R Registered Investment Company | — | — | — | $584K | 17.0% | |
| American Funds Capital World Growth and Income F Registered Investment Company | — | — | — | $299K | 8.7% | |
| Interest-bearing Cash American Funds US Government Money Market Fund Interest-bearing Cash ** 96 Registered Investment Companies American Funds Growth Fund of America Registered Investment Company | — | — | — | $126K | 3.7% | |
| American Funds Fundamental Investors Registered Investment Company | — | — | — | $122K | 3.6% | |
| MFS Lifetime 2040 Fund Class R2 Registered Investment Company | — | — | — | $114K | 3.3% | |
| Lord Abbett Fundamental Equity Fund Class R2 Registered Investment Company | — | — | — | $97K | 2.8% | |
| JPMorgan Core Plus Bond Fund Class R6 Registered Investment Company | — | — | — | $30K | 0.9% | |
| Fidelity Short Term Treasury Bond Index Registered Investment Company ** 242 Vanguard Mid Cap Index Fund Registered Investment Company | — | — | — | $18K | 0.5% | |
| MFS Government Securties Fund Class R2 Registered Investment Company ** 232 Vanguard Small-Cap Index Fund Admiral Registered Investment Company | — | — | — | $18K | 0.5% | |
| MFS Inflation-Adjusted Bond Fund Class R2 Registered Investment Company | — | — | — | $5K | 0.1% | |
| JPMorgan High Yield Fund Class R2 Registered Investment Company | — | — | — | $3K | <0.1% | |
| Participant Loans Interest rates at (9.50%) $0 | — | — | — | $2K | <0.1% |
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