Holly Morales signed Positive Behavior Supports Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Positive Behavior Supports Corporation's EIN is 20-5268843.
Download the official 2024 Form 5500 (PDF) for Positive Behavior Supports Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Positive Behavior Supports Corporation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $162K | — |
| FUTUREPLAN BY ASCENSUS | — | FORT WAYNE, IN | TPA | $38K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % 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 | Common Collective Trusts | — | — | $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 | Other securities | — | — | $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 | Common Collective Trusts | — | — | $338K | 1.3% | |
| American Funds American Funds The Growth Fund of America Fund | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $269K | 1.0% | |
| The Vanguard Group, Inc. Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $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 | Stable Value | — | — | $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 | Common Collective Trusts | — | — | $94K | 0.4% | |
| State Street Global Advisors State Street Russell Small Cap Value Index Fund | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $73K | 0.3% | |
| The Vanguard Group, Inc. Vanguard Real Estate Fund | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $59K | 0.2% | |
| The Vanguard Group, Inc. Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $44K | 0.2% | |
| The Vanguard Group, Inc. Vanguard LifeStrategy Growth Fund | Mutual Funds | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Mutual Funds | — | — | $8K | <0.1% | |
| The Vanguard Group, Inc. Vanguard LifeStrategy Conservative Growth | Mutual Funds | — | — | $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 | Other securities | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
