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Original filing (PDF)20250415160548NAL0001546147001
SPEECH & LANGUAGE DEVELOPMENT CENTER
Form 5500
FILING_RECEIVED
SPEECH & LANGUAGE DEVELOPMENT CENTER 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
192
Accounts w/ balance
241
Plan assets (EOY)
$15.2M
Net assets (EOY)
$15.2M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPEECH & LANGUAGE DEVELOPMENT CENTER.
Plan sponsor
Name
SPEECH & LANGUAGE DEVELOPMENT CENTER
EIN
95-2162129
Address
8699 HOLDER STREET · BUENA PARK, CA · 90620
Phone
(714) 821-3620
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
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
HARRINGTON GROUP CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $200 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401(K) AMERICA, INC. | — | CHINO HILLS, CA | THIRD PARTY ADMINISTRATOR | $0 | — |
Investments
1 pooled fund· $0(0% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| HARTFORD ADVANTAGE TK2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | $0 | <0.1% |
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