The Behavioral Wellness Center at Girard's EIN is 23-2610538.
Download the official 2024 Form 5500 (PDF) for The Behavioral Wellness Center at Girard from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Behavioral Wellness Center at Girard's plan includes ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | — | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN PARTNERS, LLC | 26-3310639 | CHERRY HILL, NJ | THIRD PARTY ADMINISTRATOR | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2025 Target Date Retirement Fund R6 | Mutual Funds | — | — | $369K | 13.2% | |
| American Funds American Funds 2030 Target Date Retirement Fund R6 | Mutual Funds | — | — | $307K | 11.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $284K | 10.2% | |
| American Funds American Funds 2035 Target Date Retirement Fund R6 | Mutual Funds | — | — | $281K | 10.1% | |
| American Funds American Funds 2040 Target Date Retirement Fund R6 | Mutual Funds | — | — | $181K | 6.5% | |
| American Funds American Funds 2045 Target Date Retirement Fund R6 | Mutual Funds | — | — | $167K | 6.0% | |
| Vanguard Total Stock Market Index Fund Admiral | Common Collective Trusts | — | — | $146K | 5.2% | |
| Legal & General Legal & General Commodity Strategy Fund Institutional ** 186 State Street Balanced Index Fund - Class K | Common Collective Trusts | — | — | $141K | 5.0% | |
| American Funds American Funds 2010 Target Date Retirement Fund R6 | Mutual Funds | — | — | $127K | 4.5% | |
| American Funds American Funds 2020 Target Date Retirement Fund R6 | Mutual Funds | — | — | $113K | 4.1% | |
| Brown Advisory Sustainable Growth Fund Institutional | Other securities | — | — | $94K | 3.4% | |
| Goldman Sachs GQG Partners International Opportunity Fund R6 ** 470 JPMorgan Equity Income Fund R5 ** 352 JPMorgan Large Cap Growth Fund R6 ** 366 MFS Mid Cap Growth Fund R6 ** 240 * Nationwide Geneva Small Cap Growth Institutional Service | Mutual Funds | — | — | $64K | 2.3% | |
| Vanguard Windsor Fund Admiral | Mutual Funds | — | — | $59K | 2.1% | |
| American Funds American Funds 2050 Target Date Retirement Fund R6 | Mutual Funds | — | — | $29K | 1.1% | |
| Vanguard Explorer Fund Admiral ** 118 Vanguard Wellesley Income Fund Admiral | Mutual Funds | — | — | $25K | 0.9% | |
| American Funds American Funds 2060 Target Date Retirement Fund R6 | Mutual Funds | — | — | $22K | 0.8% | |
| Fidelity International Index Fund ** 544 Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $14K | 0.5% | |
| Cohen & Steers Real Estate Securities Institutional | Other securities | — | — | $13K | 0.5% | |
| Nationwide International Small Cap Fund R6 | Other securities | — | — | $13K | 0.5% | |
| American Funds American Funds 2055 Target Date Retirement Fund R6 | Mutual Funds | — | — | $12K | 0.4% | |
| American Funds American Funds 2065 Target Date Retirement Fund R6 | Mutual Funds | — | — | $12K | 0.4% | |
| Nationwide Loomis All Cap Growth Fund R6 ** 429 PGIM Total Return Bond Fund R6 ** 244 PIMCO Real Return Institutional Fund ** 182 Principal Mid Cap Fund R6 | Mutual Funds | — | — | $9K | 0.3% | |
| Columbia Convertible Securities Fund I2 | Other securities | — | — | $7K | 0.3% | |
| American Funds American Funds 2015 Target Date Retirement Fund R6 | Mutual Funds | — | — | $6K | 0.2% | |
| BlackRock High Yield Bond Portfolio K ** 61 BlackRock Strategic Income Opportunities Fund | Other securities | — | — | $6K | 0.2% | |
| Diamond Hill Mid Cap Fund I ** 237 Dodge & Cox International Stock Fund I ** 476 Federated Hermes Institutional High Yield Bond Fund | Mutual Funds | — | — | $6K | 0.2% | |
| Principal Global Real Estate Securities Fund R6 ** 236 Putnam Large Cap Growth Y Fund | Mutual Funds | — | — | $4K | 0.1% | |
| DFA International Large Cap Growth Fund | Mutual Funds | — | — | $3K | 0.1% | |
| Victory Sycamore Established Value Fund I | Other securities | — | — | $3K | <0.1% | |
| T Rowe Price T Rowe Price Spectrum Moderate Growth Allocation Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Calvert International Equity Fund I | Other securities | — | — | $3K | <0.1% | |
| Vanguard Total International Bond Index Fund Admiral | Common Collective Trusts | — | — | $2K | <0.1% | |
| Artisan International Value Fund Institutional | Other securities | — | — | $1K | <0.1% | |
| Avantis US Large Cap Value Fund Institutional ** 416 Avantis US Small Cap Value Fund Institutional ** 117 Avantis Emerging Markets Equity Fund Institutional ** 425 Baird Core Plus Bond Fund Institutional | Other securities | — | — | $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 |
|---|---|---|---|---|---|
| IRON FIDUCIARY | 99-9552241 | — | — | $1K | — |
| PARKLAND SECURITIES, INC | 74-3010408 | ANN ARBOR, PA | — | — | — |
