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ADAPTIVE BUSINESS LEADERS ORGANI — ADAPTIVE BUSINESS LEADERS ORG 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250530150652NAL0008199633001
ADAPTIVE BUSINESS LEADERS ORGANI
Form 5500-SF
FILING_RECEIVED
ADAPTIVE BUSINESS LEADERS ORG 401K PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ADAPTIVE BUSINESS LEADERS ORGANI
.
Find decision makers
Plan sponsor
Name
ADAPTIVE BUSINESS LEADERS ORGANI
EIN
88-3253445
Address
20232 MORRISTOWN CIRCLE · HUNTINGTON BEACH, CA · 92646
Phone
(714) 225-2955
Industry
Other Services (ex. Public Admin)
see 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
2025-05-30
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
THE ISRAEL INSTITUTE, INC.
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$1.6M · 5 participants
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NATIONAL ART EDUCATION ASSOCIATION 403(B) PLAN
$1.6M · 14 participants
INLAND SOUTHERN CALIFORNIA UNITED WAY
INLAND SOUTHERN CALIFORNIA UNITED WAY 403(B) PLAN
$1.6M · 111 participants
CRADLE OF LIBERTY COUNCIL
403 (B) THRIFT PLAN FOR EMPLOYEES OF CRADLE OF LIBERTY COUNCIL BOY SCOUTS OF AMERICA
$1.6M · 18 participants
BELIEVE IN TOMORROW NATIONAL CHILDRENS FOUNDATION
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BELIEVE IN TOMORROW NATIONAL CHILDRENS FOUNDATION 403(B) PLAN
$1.6M · 11 participants
INTERNET EDUCATION FOUNDATION
INTERNET EDUCATION FOUNDATION 403(B)(7) PLAN
$1.6M · 3 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
