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Original filing (PDF)20250827073557NAL0004893715001
POSITIVE BEHAVIOR SUPPORTS CORPORATION
Form 5500
FILING_RECEIVED
POSITIVE BEHAVIOR SUPPORTS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
~76 bps in Sched C feesNo recordkeeper disclosed
Active participants
3,357
Accounts w/ balance
5,290
Plan assets (EOY)
$26.3M
Net assets (EOY)
$26.3M
How this plan invests
This plan
39 pooled trusts
Schedule D
52 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 76 bps in Schedule C fees — 161% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POSITIVE BEHAVIOR SUPPORTS CORPORATION.
Plan sponsor
Name
POSITIVE BEHAVIOR SUPPORTS CORPORATION
EIN
20-5268843
Address
7108 S KANNER HIGHWAY · STUART, FL · 34997
Phone
(855) 832-6727
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-08-27
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COTLAR, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | — | FORT WAYNE, IN | TPA | $38K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $162K | — |
Investments
20 direct securities · 39 pooled funds· $26.2M(100% 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.
Common Collective Trust
$21.8M
39 holdings
Uncategorized
$4.4M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| YOURPATH PASSIVE 2055 MOD BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $5.3M | 20.1% | |
| YOURPATH PASSIVE 2060 MOD BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $4.4M | 16.8% | |
| YOURPATH PASSIVE 2050 MOD BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $3.8M | 14.4% | |
| YOURPATH PASSIVE 2045 MOD BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $2.3M | 8.6% | |
| The Vanguard Group, Inc. Vanguard 500 Index Fund | — | — | — | $2.2M | 8.2% | |
| YOURPATH PASSIVE 2035 MOD BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $1.7M | 6.6% | |
| YOURPATH PASSIVE 2065 MOD BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $1.7M | 6.5% | |
| YOURPATH PASSIVE 2040 MOD BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $1.0M | 4.0% | |
| due at various dates through October 2034 | — | — | — | $461K | 1.7% | |
| YOURPATH PASSIVE 2030 MOD BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $435K | 1.7% | |
| The Vanguard Group, Inc. Vanguard Mid-Cap Growth Index Fund | — | — | — | $338K | 1.3% | |
| American Funds American Funds The Growth Fund of America Fund | — | — | — | $334K | 1.3% | |
| YOURPATH PASSIVE 2025 MOD BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $330K | 1.3% | |
| State Street Global Advisors State Street Russell Small Cap Growth Index Fund | — | — | — | $269K | 1.0% | |
| The Vanguard Group, Inc. Vanguard Emerging Markets Stock Index Fund | — | — | — | $168K | 0.6% | |
| YOURPATH PASSIVE 2055 AGG BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $161K | 0.6% | |
| Lincoln Financial Group Guaranteed Stable Value Fund | — | — | — | $110K | 0.4% | |
| YOURPATH PASSIVE 2050 AGG BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $104K | 0.4% | |
| State Street Global Advisors State Street Russell Large Cap Value Index Fund | — | — | — | $94K | 0.4% | |
| State Street Global Advisors State Street Russell Small Cap Value Index Fund | — | — | — | $93K | 0.4% | |
| YOURPATH PASSIVE 2040 AGG BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $86K | 0.3% | |
| YOURPATH PASSIVE 2020 MOD BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $79K | 0.3% | |
| YOURPATH PASSIVE 2045 AGG BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $77K | 0.3% | |
| American Funds American Funds International Growth and Income Fund | — | — | — | $73K | 0.3% | |
| The Vanguard Group, Inc. Vanguard Real Estate Fund | — | — | — | $72K | 0.3% | |
| YOURPATH PASSIVE 2030 AGG BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $61K | 0.2% | |
| The Vanguard Group, Inc. Vanguard Developed Markets Index Fund | — | — | — | $59K | 0.2% | |
| The Vanguard Group, Inc. Vanguard Inflation-Protected Securities Fund | — | — | — | $53K | 0.2% | |
| YOURPATH PASSIVE 2035 AGG BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $48K | 0.2% | |
| The Vanguard Group, Inc. Vanguard LifeStrategy Moderate Growth Fund | — | — | — | $44K | 0.2% | |
| The Vanguard Group, Inc. Vanguard LifeStrategy Growth Fund | — | — | — | $39K | 0.1% | |
| YOURPATH PASSIVE 2065 AGG BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $28K | 0.1% | |
| Baird Funds Baird Core Plus Bond Fund | — | — | — | $28K | 0.1% | |
| YOURPATH PASSIVE 2060 AGG BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $21K | <0.1% | |
| YOURPATH PASSIVE 2035 CON BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $14K | <0.1% | |
| Baird Funds Baird Aggregate Bond Fund | — | — | — | $14K | <0.1% | |
| YOURPATH PASSIVE 2020 AGG BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% | |
| YOURPATH PASSIVE RINC AGG BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% | |
| YOURPATH PASSIVE 2055 CON BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% | |
| YOURPATH PASSIVE 2010 AGG BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% | |
| The Vanguard Group, Inc. Vanguard LifeStrategy Income Fund | — | — | — | $8K | <0.1% | |
| The Vanguard Group, Inc. Vanguard LifeStrategy Conservative Growth | — | — | — | $7K | <0.1% | |
| YOURPATH PASSIVE 2015 AGG BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| Federated Hermes Federated Government Ultrashort Duration Fund | — | — | — | $6K | <0.1% | |
| YOURPATH PASSIVE 2065 CON BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% | |
| YOURPATH PASSIVE 2015 MOD BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| YOURPATH PASSIVE 2025 AGG BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| YOURPATH PASSIVE 2010 MOD BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| YOURPATH PASSIVE 2020 CON BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| YOURPATH PASSIVE 2010 CON BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| YOURPATH PASSIVE 2015 CON BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| YOURPATH PASSIVE 2050 CON BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| YOURPATH PASSIVE RINC CON BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $727 | <0.1% | |
| YOURPATH PASSIVE RINC MOD BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $708 | <0.1% | |
| YOURPATH PASSIVE 2040 CON BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $647 | <0.1% | |
| YOURPATH PASSIVE 2045 CON BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $564 | <0.1% | |
| YOURPATH PASSIVE 2025 CON BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $559 | <0.1% | |
| YOURPATH PASSIVE 2060 CON BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $524 | <0.1% | |
| YOURPATH PASSIVE 2030 CON BENEFIT TRUST COMPANY · EIN 43-0909525 / PN 001 | Common Collective Trust | — | — | $521 | <0.1% |
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