Back to filter
Original filing (PDF)20241015200454NAL0029561329002
INSTITUTE FOR APPLIED BEHAVIOR ANALYSIS CORP.
Form 5500
FILING_RECEIVED
IABA SALARY SAVINGS PLAN
401(k) retirement plan
Active participants
268
Accounts w/ balance
443
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
27 collective trusts
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTITUTE FOR APPLIED BEHAVIOR ANALYSIS CORP..
Plan sponsor
Name
INSTITUTE FOR APPLIED BEHAVIOR ANALYSIS CORP.
EIN
95-3693249
Address
5777 W CENTURY BLVD. STE. 675 · LOS ANGELES, CA · 90045
Phone
(310) 649-0499
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $8K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXETER FINANCIAL LLC | 20-5920032 | — | INVESTMENT ADVISORY- PLAN | $8K | — |
| ACCELERATE RETIREMENT | 92-2678185 | — | INVESTMENT ADVISORY-PLAN | $6K | — |
Investments
27 pooled funds· $4.8M(92% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| WMC DISCIPLINED US GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 101 | Pooled Separate Account | $1.3M | 25.7% |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | $872K | 16.7% |
| TRANS ASST ALLC LNG HORIZON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 433 | Pooled Separate Account | $468K | 8.9% |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | $297K | 5.7% |
| AEGON BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 100 | Pooled Separate Account | $192K | 3.7% |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | $186K | 3.6% |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | $170K | 3.2% |
| STATE STREET RUSSELL SM CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 046 | Pooled Separate Account | $159K | 3.0% |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | $141K | 2.7% |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | $137K | 2.6% |
| TRANSAMERICA PTNR INTL EQ RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 389 | Pooled Separate Account | $121K | 2.3% |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | $111K | 2.1% |
| TA VANGUARD TTL STOCK MKT IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | $111K | 2.1% |
| TRANS ASST ALLC INTD/LNG HRZ RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 432 | Pooled Separate Account | $94K | 1.8% |
| AMER FDS NEW PERSPECTIVE INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 023 | Pooled Separate Account | $79K | 1.5% |
| TRANSAMERICA PTNR LG VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 428 | Pooled Separate Account | $77K | 1.5% |
| TRANSAMERICA PTNR HIGH YIELD BD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434 | Pooled Separate Account | $70K | 1.3% |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | $69K | 1.3% |
| TRANSAMERICA AST ALLC SH HRZ RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 429 | Pooled Separate Account | $34K | 0.6% |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | $33K | 0.6% |
| TRANS ASST ALLC INTMD HRZN RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 431 | Pooled Separate Account | $27K | 0.5% |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | $15K | 0.3% |
| AMERICAN FUNDS BALANCED INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 026 | Pooled Separate Account | $5K | <0.1% |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | $3K | <0.1% |
| TRANS AST ALLC SH/ITM HRZN RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 430 | Pooled Separate Account | $23 | <0.1% |
| TA VANGUARD SMALL-CP GR IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 106 | Pooled Separate Account | $0 | <0.1% |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | $0 | <0.1% |
Related plans
Other plans using TRANSAMERICA LIFE INSURANCE COMPANY
SAINT-GOBAIN CORPORATION
INVESTMENT ACCOUNT
$2.5B
ARCONIC CORPORATION
ARCONIC CORP. 401(K) PLANS MASTER TRUST
$1.5B
ADIENT US LLC
ADIENT US LLC DEFINED CONTRIBUTION PLANS MASTER TRUST
$1.1B
PROSERVICE PACIFIC, LLC DBA PROSERVICE HAWAII
PROSERVICE HAWAII 401(K) PLAN
$412.6M · 13,591 participants
NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC.
MARINE INDUSTRY RETIREMENT PLAN
$136.2M · 4,068 participants
MODERN HR, INC.
THE CONNECTME 401(K) PLAN
$108.1M · 12,573 participants
Similar-size Other Services (ex. Public Admin) plans
KRANTZ & BERMAN, LLP
KRANTZ & BERMAN, LLP P/S PLAN
$5.2M · 5 participants
CPOINT GROUP LLC
CPOINT GROUP LLC 401(K) PLAN
$5.2M · 26 participants
MONTGOMERY AVIATION CORPORATION
MONTGOMERY AVIATION CORPORATION 401(K) PROFIT SHARING PLAN
$5.2M · 85 participants
HARRIS BEVERAGES LLC
HARRIS BEVERAGES LLC 401(K) PROFIT SHARING PLAN AND TRUST
$5.2M · 78 participants
ELLISON MEDIA COMPANY
ELLISON MEDIA COMPANY 401(K) PROFIT SHARING PLAN
$5.2M · 17 participants
MULTIPLICITY THERAPEUTIC SERVICES INC
MTS/SFH 401K PS PLAN
$5.2M · 54 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