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Original filing (PDF)20251015171505NAL0002801603001
AUTISM BEHAVIORAL VENTURES LLC
Form 5500
FILING_RECEIVED
AUTISM BEHAVIORAL VENTURES LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
48% in single holding~140 bps in Sched C fees
Active participants
101
Accounts w/ balance
136
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
How this plan invests
This plan
1 pooled trust
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
76
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "STATE ST EQUITY 500 INDEX K" is 48% of plan.
- 140 bps in Schedule C fees — 169% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUTISM BEHAVIORAL VENTURES LLC.
Plan sponsor
Name
AUTISM BEHAVIORAL VENTURES LLC
EIN
82-3450840
Address
8354 NORTHFIELD BLVD #300 · DENVER, CO · 80238
Phone
(864) 516-3579
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
PENTEGRA
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRANK RIMERMAN CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $20K | — |
Investments
13 direct securities · 1 pooled fund· $1.4M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$987K
10 holdings
Uncategorized
$439K
3 holdings
Common Collective Trust
$7K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $687K | 47.6% | |
| ISHARES MSCI EAFE INTL INDEX K | — | — | — | $240K | 16.6% | |
| ISHARES RUSSELL 1000 LRG CAP K 56 REGISTERED INVESTMENT COMPANY VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $205K | 14.2% | |
| VANGUARD EMG MKTS STK IDX ADM | — | — | — | $133K | 9.2% | |
| FID FREEDOM INDEX 2045 PREMIER 246 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2025 PREMIER 54 REGISTERED INVESTMENT COMPANY VANGUARD REAL ESTATE INDEX ADM | — | — | — | $66K | 4.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $40K | 2.8% | |
| FID FREEDOM INDEX 2040 PREMIER 921 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $14K | 0.9% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $12K | 0.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $11K | 0.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $7K | 0.5% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $6K | 0.4% | |
| ISHARES MSCI TOTAL INTL IDX K 69 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $5K | 0.4% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $5K | 0.3% | |
| VANGUARD VALUE INDEX FUND ADMR 570 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $1K | <0.1% |
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