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Original filing (PDF)20250924145325NAL0017357010001
HEALTHY LIVING NETWORK RESOURCES
Form 5500
FILING_RECEIVED
HEALTHY LIVING NETWORK RESOURCES 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 34.3 mo
Active participants
555
Accounts w/ balance
812
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 34.3 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTHY LIVING NETWORK RESOURCES.
Plan sponsor
Name
HEALTHY LIVING NETWORK RESOURCES
EIN
83-2061342
Address
2365 IRON POINT ROAD, SUITE 270 · FOLSOM, CA · 956308711
Phone
(800) 604-1878
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-09-24
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SKIBBIE CPA INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC | 13-3036745 | — | RECORDKEEPER | $18K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORDKEEPER | $0 | — |
Investments
29 direct securities · 1 pooled fund· $10.7M(100% 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.
Uncategorized
$10.6M
29 holdings
Common Collective Trust
$103K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target R6 Mutual Fund | — | — | — | $1.5M | 13.6% | |
| American Funds 2035 Target R6 Mutual Fund | — | — | — | $1.3M | 12.5% | |
| American Funds 2030 Target R6 Mutual Fund | — | — | — | $1.3M | 12.2% | |
| American Funds 2050 Target R6 Mutual Fund | — | — | — | $1.1M | 10.0% | |
| American Funds 2040 Target R6 Mutual Fund | — | — | — | $963K | 9.0% | |
| American Funds 2025 Target R6 Mutual Fund | — | — | — | $713K | 6.7% | |
| American Funds 2055 Target R6 Mutual Fund | — | — | — | $703K | 6.6% | |
| TIAA-CREF S&P 500 Index Inst Mutual Fund | — | — | — | $571K | 5.3% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $429K | 4.0% | |
| American Funds 2020 Target R6 Mutual Fund | — | — | — | $319K | 3.0% | |
| Hartford Balanced Income R6 Mutual Fund | — | — | — | $260K | 2.4% | |
| Black Rock Health Sciences Opps K Mutual Fund | — | — | — | $201K | 1.9% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $175K | 1.6% | |
| AMC Equity Income Fund R6 Mutual Fund | — | — | — | $156K | 1.5% | |
| American Funds 2060 Target R6 Mutual Fund | — | — | — | $154K | 1.4% | |
| Participant Loans Interest Rates 4.25 - 6.5% | — | — | — | $150K | 1.4% | |
| Goldman Sachs Intl EQ Insights R6 Mutual Fund | — | — | — | $142K | 1.3% | |
| TIC Real Estate Securities INS Mutual Fund | — | — | — | $141K | 1.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $103K | 1.0% | |
| Hartford Schroders Emg Mkts Equity SDR Mutual Fund ** 103 * MFS Intl New Discovery R6 Mutual Fund | — | — | — | $86K | 0.8% | |
| Hartford Strat Inc Fund R6 Mutual Fund | — | — | — | $86K | 0.8% | |
| Dimensional Global Eqty Inst Mutual Fund | — | — | — | $48K | 0.4% | |
| AB Large Cap Growth Fund Z Mutual Fund | — | — | — | $24K | 0.2% | |
| Hartford TR Bond Fund R6 Mutual Fund | — | — | — | $24K | 0.2% | |
| Goldman Sachs Small Cap Value Insights R6 Mutual Fund | — | — | — | $17K | 0.2% | |
| AQR Lg Cap Defensive Style R6 Mutual Fund | — | — | — | $16K | 0.2% | |
| American Funds Infl Linked Bond R6 Mutual Fund | — | — | — | $16K | 0.2% | |
| Goldman Sachs SC EQ Insights R6 Mutual Fund | — | — | — | $7K | <0.1% | |
| PIONEER Select Mid Cap Growth K Mutual Fund | — | — | — | $2K | <0.1% | |
| DFA Commodity Strat Port Inst Mutual Fund | — | — | — | $1K | <0.1% |
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