Heidi Thomas signed Stairways Behavioral Health's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stairways Behavioral Health's EIN is 25-1271559.
Download the official 2023 Form 5500 (PDF) for Stairways Behavioral Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Stairways Behavioral Health's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, 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 |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORDKEEPER | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | FIDUCIARY ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Mutual of America MoA Clear passage 2035 Fund | Other securities | — | — | $3.9M | 24.1% | |
| Mutual of America MoA Clear passage 2030 Fund | Other securities | — | — | $3.0M | 18.8% | |
| Mutual of America MoA Clear passage 2025 Fund | Other securities | — | — | $1.7M | 10.6% | |
| Mutual of America MoA Clear passage 2040 Fund | Other securities | — | — | $1.5M | 9.1% | |
| Mutual of America MoA Clear passage 2045 Fund | Other securities | — | — | $1.2M | 7.6% | |
| Mutual of America MoA Equity Index Fund | Common Collective Trusts | — | — | $1.1M | 7.1% | |
| Mutual of America MoA Clear passage 2050 Fund | Other securities | — | — | $868K | 5.4% | |
| Mutual of America MoA Clear passage 2055 Fund | Other securities | — | — | $580K | 3.6% | |
| Mutual of America MoA Clear passage 2020 Fund | Other securities | — | — | $416K | 2.6% | |
| Participant Loans Notes receivable from participants - various maturities; balances collateralized by participant accounts; Interest rates range from 4.25 to 9.5% | Bonds / Notes | — | — | $333K | 2.1% | |
| Calvert US Large Cap Core Responsible Idx R6 | Common Collective Trusts | — | — | $328K | 2.1% | |
| Mutual of America MoA Retirement Income Fund | Other securities | — | — | $220K | 1.4% | |
| Mutual of America T. Rowe Price Blue Chip Growth Adm | Other securities | — | — | $165K | 1.0% | |
| Vanuguard Vanguard Treasury Money Market Investor | Mutual Funds | — | — | $137K | 0.9% | |
| Vanguard Real Estate Index Admiral 599 Vanugard Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $113K | 0.7% | |
| Calvert Bond R6 | U.S. Treasuries | — | — | $108K | 0.7% | |
| Mutual of America MoA Clear passage 2060 Fund | Other securities | — | — | $75K | 0.5% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $72K | 0.5% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $70K | 0.4% | |
| Mutual of America MoA Mid Cap Equity Index Fund | Common Collective Trusts | — | — | $43K | 0.3% | |
| BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $39K | 0.2% | |
| Calvert International Responsible Idx R6 | Common Collective Trusts | — | — | $12K | <0.1% | |
| Registered Investment Companies American Funds American Funds New World R6 | Mutual Funds | — | — | $7K | <0.1% | |
| Delaware Small Cap Value R6 | Other securities | — | — | $5K | <0.1% | |
| Dodge & Cox Dodge & Cox Stock | Mutual Funds | — | — | $4K | <0.1% | |
| Mutual of America MoA International Fund | Other securities | — | — | $4K | <0.1% | |
| Mutual of America MoA Small Cap Equity Index Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| Mutual of America MoA Clear passage 2065 Fund | 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.
