Lynn Godec signed Shorehaven Behavioral Health Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shorehaven Behavioral Health Inc.'s EIN is 04-3849216.
Download the official 2024 Form 5500 (PDF) for Shorehaven Behavioral Health Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shorehaven Behavioral Health Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP LLC | 27-3463733 |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $1.2M | 25.9% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $684K | 15.4% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $577K | 13.0% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $402K | 9.0% | |
| FID ADVISOR INT GWTH I | Registered Investment Companies | — | — | $294K | 6.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $208K | 4.7% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $187K | 4.2% | |
| T.ROWE PRICE RETIRE BALANCED | Registered Investment Companies | — | — | $153K | 3.4% | |
| TROWEPRICE RETIREMENT 2060 INV | Registered Investment Companies | — | — | $127K | 2.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $97K | 2.2% | |
| MFS VALUE FUND - R4 | Registered Investment Companies | — | — | $64K | 1.4% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $61K | 1.4% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $50K | 1.1% | |
| FIDELITY MID CAP GROWTH INDEX | Registered Investment Companies | — | — | $39K | 0.9% | |
| FID US BOND IND | Registered Investment Companies | — | — | $36K | 0.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $33K | 0.7% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $33K | 0.7% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $33K | 0.7% | |
| MET GG SV 25554 - 75 WILMINGTON TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $31K | 0.7% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $26K | 0.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $23K | 0.5% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $20K | 0.4% | |
| FEDERATED MDT SM CAP GR INSTL | Registered Investment Companies | — | — | $19K | 0.4% | |
| PUTNAM INTERNATIONAL VALUE R6 | Registered Investment Companies | — | — | $14K | 0.3% | |
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $13K | 0.3% | |
| VICTORY INTL SMALL CAP A | Registered Investment Companies | — | — | $7K | 0.1% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $6K | 0.1% | |
| TRPRICE RETIREMENT 2010 INV | Registered Investment Companies | — | — | $3K | <0.1% | |
| TROWEPRICE RETIREMENT 2065 INV | Registered Investment Companies | — | — | $2K | <0.1% | |
| TROWEPRICE RETIREMENT 2025 INV | Registered Investment Companies | — | — | $2K | <0.1% | |
| TROWEPRICE RETIREMENT 2015 INV | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $44K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHORTEK LLP | 42-0993792 | — | ACCOUNTANT | $11K | — |
