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Original filing (PDF)20250926123129NAL0009405089001
ACTION BEHAVIOR CENTERS
Form 5500
FILING_RECEIVED
ACTION BEHAVIOR CENTERS 401(K) PLAN
401(k) retirement plan
Active participants
10,395
Accounts w/ balance
3,122
Plan assets (EOY)
$27.3M
Net assets (EOY)
$27.3M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 30% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACTION BEHAVIOR CENTERS.
Plan sponsor
Name
ACTION BEHAVIOR CENTERS
EIN
81-2214687
Address
1601 SOUTH MOPAC EXPRESSWAY, C300 · AUSTIN, TX · 78746
Phone
(512) 920-1509
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
2025-09-26
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $53K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA | — | NEW YORK, NY | INVESTMENT ADVISOR | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $20K | — |
Investments
29 direct securities· $27.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2060 Instl Prem | — | — | — | $5.1M | 18.6% | |
| Fidelity Freedom Index 2055 Instl Prem | — | — | — | $4.8M | 17.7% | |
| Fidelity 500 Index | — | — | — | $4.6M | 16.7% | |
| Fidelity Freedom Index 2050 Instl Prem | — | — | — | $2.9M | 10.6% | |
| Fidelity International Index | — | — | — | $1.7M | 6.1% | |
| Fidelity Freedom Index 2045 Instl Prem | — | — | — | $1.3M | 4.9% | |
| Fidelity Freedom Index 2065 Instl Prem | — | — | — | $894K | 3.3% | |
| Fidelity Mid Cap Index | — | — | — | $847K | 3.1% | |
| Fidelity Emerging Markets Index | — | — | — | $734K | 2.7% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $726K | 2.7% | |
| Fidelity Small Cap Index | — | — | — | $573K | 2.1% | |
| Fidelity Freedom Index 2040 Instl Prem | — | — | — | $532K | 1.9% | |
| Putnam Large Cap Value R6 | — | — | — | $344K | 1.3% | |
| Janus Henderson Janus Henderson Venture N | — | — | — | $308K | 1.1% | |
| Fidelity US Bond Index | — | — | — | $304K | 1.1% | |
| Fidelity Real Estate Index Institutional | — | — | — | $273K | 1.0% | |
| with various due dates -0- | — | — | — | $224K | 0.8% | |
| Empower Annuity Insurance Company of America EI Fixed Account - Series Class I | — | — | — | $215K | 0.8% | |
| Fidelity Freedom Index 2035 Instl Prem | — | — | — | $205K | 0.7% | |
| Putnam Small Cap Value R6 | — | — | — | $138K | 0.5% | |
| PGIM High-Yield R6 | — | — | — | $122K | 0.4% | |
| MFS Mid Cap Value R6 | — | — | — | $108K | 0.4% | |
| Invesco Discovery Mid Cap Growth R6 | — | — | — | $103K | 0.4% | |
| American Funds American Funds Inflation Linked Bd R6 | — | — | — | $94K | 0.3% | |
| Fidelity Freedom Index 2030 Instl Prem | — | — | — | $63K | 0.2% | |
| Fidelity Freedom Index 2025 Instl Prem | — | — | — | $59K | 0.2% | |
| JPMorgan Government Bond R6 | — | — | — | $40K | 0.1% | |
| Fidelity Freedom Index 2020 Instl Prem | — | — | — | $32K | 0.1% | |
| Fidelity Freedom Index Inc Instl Prem | — | — | — | $6K | <0.1% |