Wendy WAIT signed Northeast Treatment Centers, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northeast Treatment Centers, Inc.'s EIN is 23-1728478.
Download the official 2023 Form 5500 (PDF) for Northeast Treatment Centers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Northeast Treatment Centers, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Funds Inc Reg. Inv. Company Prin LifeTime Hybrid 2035 R6 | Common Stocks | — | — | $962K | 26.5% | |
| Principal Funds Inc Reg. Inv. Company Prin LifeTime Hybrid 2025 R6 | Common Stocks | — | — | $766K | 21.1% | |
| Principal Funds Inc Reg. Inv. Company Prin LifeTime Hybrid 2040 R6 | Common Stocks | — | — | $421K | 11.6% | |
| Principal Funds Inc Reg. Inv. Company Prin LifeTime Hybrid 2030 R6 | Common Stocks | — | — | $345K | 9.5% | |
| Principal Funds Inc Reg. Inv. Company Prin LifeTime Hybrid 2050 R6 | Common Stocks | — | — | $326K | 9.0% | |
| Principal Funds Inc Reg. Inv. Company Prin LifeTime Hybrid 2045 R6 | Common Stocks | — | — | $256K | 7.1% | |
| Principal Funds Inc Reg. Inv. Company Prin LifeTime Hybrid 2055 R6 | Common Stocks | — | — | $182K | 5.0% | |
| Participants Participant Loans Rates from 3.25% to 10.00% - | Bonds / Notes | — | — | $78K | 2.2% | |
| (E) | Other securities | — | — | $78K | 2.2% | |
| Principal Funds Inc Reg. Inv. Company Prin LifeTime Hybrid 2060 R6 | Common Stocks | — | — | $64K | 1.8% | |
| Vanguard Group Reg. Inv. Company Vanguard Total Wld St Idx Adm | Common Collective Trusts | — | — | $37K | 1.0% | |
| Principal Funds Inc Reg. Inv. Company Prin LifeTime Hybrid 2020 R6 | Common Stocks | — | — | $35K | 1.0% | |
| BlackRock Reg. Inv. Company ISHS RUSS 2000 SC INDEX K FUND 4 MFS Investment Management Reg. Inv. Company MFS Intl Diversification R6 Fd 420 * Principal Funds Inc Reg. Inv.Company Prin LgCp S&P 500 Idx Inst Fd | Common Collective Trusts | — | — | $34K | 0.9% | |
| Principal Funds Inc Reg. Inv.Company Prin LifeTime Hybrid 2015 R6 | Common Stocks | — | — | $33K | 0.9% | |
| Vanguard Group Reg. Inv. Company Vanguard Hi Div Yld Idx Adm Fd | Common Collective Trusts | — | — | $30K | 0.8% | |
| Vanguard Group Reg. Inv. Company Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | — | $16K | 0.4% | |
| Principal Life Insurance Co. Principal Fixed Income Option 401(a)/(k) | Common Stocks | — | — | $15K | 0.4% | |
| Vanguard Group Reg. Inv. Company Vanguard Intl Value Inv Fund 435 Vanguard Group Reg. Inv. Company Vanguard Mid Cap Index Adm Fd 152 Vanguard Group Reg. Inv. Company Vanguard RE Index Adm Fund | Mutual Funds | — | — | $12K | 0.3% | |
| Principal Funds Inc Reg. Inv. Company Prin LifeTime Hybrid 2065 R6 | Common Stocks | — | — | $10K | 0.3% | |
| Vanguard Group Reg. Inv. Company Vanguard ST Corp Bd Idx Adm Fd | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $0 | — |
