Reatha Gillis signed National Council for Behavioral Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Council for Behavioral Health's EIN is 23-7092671.
Download the official 2024 Form 5500 (PDF) for National Council for Behavioral Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Council for Behavioral Health's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $119K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $5.2M | 15.9% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $4.7M | 14.4% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $4.0M | 12.3% | |
| Fidelity Adv Total Bond Z Fd | Mutual Funds | — | $0 | $2.9M | 8.7% | |
| Fidelity Inf-Pr Bond Index Fd | Mutual Funds | — | $0 | $2.5M | 7.7% | |
| Princ SmallCap Growth I R6 Fd | Other securities | — | $0 | $1.8M | 5.5% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.8M | 5.4% | |
| Prin SmCp S&P 600 Idx R6 Fd | Common Collective Trusts | — | $0 | $1.1M | 3.3% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $944K | 2.9% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $866K | 2.6% | |
| Prin RE Secs R6 Fund | Other securities | — | $0 | $831K | 2.5% | |
| Prin Short-Term Income Inst Fd | Other securities | — | $0 | $734K | 2.2% | |
| Prin LgCp S&P 500 Idx Inst Fd | Common Collective Trusts | — | $0 | $720K | 2.2% | |
| Prin SmallCap R6 Fund | Other securities | — | $0 | $696K | 2.1% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $473K | 1.4% | |
| Prin SmallCap Value II R6 Fd | Other securities | — | $0 | $448K | 1.4% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $437K | 1.3% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $392K | 1.2% | |
| Participant Loans | Participant loans | — | $0 | $352K | 1.1% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $281K | 0.9% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $227K | 0.7% | |
| Prin MidCap Value I R6 Fund | Other securities | — | $0 | $226K | 0.7% | |
| Prin MidCap S&P 400 Idx R6 Fd | Common Collective Trusts | — | $0 | $186K | 0.6% | |
| Prin MidCap Gr III Inst Fund | Other securities | — | $0 | $169K | 0.5% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $125K | 0.4% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $116K | 0.4% | |
| PGIM High Yield R6 Fund | Other securities | — | $0 | $83K | 0.3% | |
| JP Morgan Large Cap Gr R6 Fd | Other securities | — | $0 | $83K | 0.3% | |
| Principal Cap App Inst Fund | Other securities | — | $0 | $47K | 0.1% | |
| Putnam Large Cap Value R6 Fund | Mutual Funds | — | $0 | $44K | 0.1% | |
| Am Fds Bd Fd of Am R6 Fd | Other securities | — | $0 | $38K | 0.1% | |
| Principal Div Intl R6 Fund | Other securities | — | $0 | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
