Richard Meltzer signed Great Lakes Behavioral Research Institute's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Great Lakes Behavioral Research Institute's EIN is 25-1320550.
Download the official 2024 Form 5500 (PDF) for Great Lakes Behavioral Research Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Great Lakes Behavioral Research Institute's plan includes profit-sharing, 403(b) custodial accounts, ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A | 45-6062081 | GRAND FORKS, ND | RECORDKEEPER | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Alerus Financial N.A. Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2.8M | 16.9% | |
| Alerus Financial N.A. Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $2.4M | 14.3% | |
| Alerus Financial N.A. T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $2.4M | 14.3% | |
| Alerus Financial N.A. PIMCO Low Duration Institutional | Mutual Funds | — | — | $1.5M | 8.7% | |
| Alerus Financial N.A. Vanguard Prime Money Market Fund | Mutual Funds | — | — | $1.3M | 7.5% | |
| Alerus Financial N.A. T. Rowe Price Small-Cap Stock Fund Advisor Class | Other securities | — | — | $1.3M | 7.5% | |
| Alerus Financial N.A. Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.0M | 6.0% | |
| Alerus Financial N.A. Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $847K | 5.0% | |
| Alerus Financial N.A. Vanguard Windsor II Fund Admiral Shares | Mutual Funds | — | — | $763K | 4.5% | |
| Alerus Financial N.A. Harbor International Fund Investor Shares | Other securities | — | — | $450K | 2.7% | |
| Alerus Financial N.A. Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $342K | 2.0% | |
| Alerus Financial N.A. Dodge & Cox Income Fund | Mutual Funds | — | — | $236K | 1.4% | |
| Alerus Financial N.A. Vanguard REIT Index Admiral Fund | Mutual Funds | — | — | $210K | 1.2% | |
| Alerus Financial N.A. Dimensional Emerging Markets | Mutual Funds | — | — | $185K | 1.1% | |
| Alerus Financial N.A. PIMCO High Yield Institutional Fund | Mutual Funds | — | — | $141K | 0.8% | |
| Alerus Financial N.A. Dimensional International Small Company | Mutual Funds | — | — | $113K | 0.7% | |
| Alerus Financial N.A. Loomis Sayles Bond Ins | Other securities | — | — | $67K | 0.4% | |
| MAP CONTRACT SEPARATE ACCOUNT D VARIABLE ANNUITY ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $37K | 0.2% | |
| Participant Loans Loan Fund, participant loans consisting of terms up to 5 years, interest rates between 4.25% and 9.50% - 0 - | Bonds / Notes | — | — | $35K | 0.2% | |
| Alerus Financial N.A. PIMCO Commodity Real Return Strategy Fund | Mutual Funds | — | — | $28K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Fidelity VIP Contrafund | Mutual Funds | — | — | $14K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Voya Baron Small Cap Growth Fund | Common Stocks | — | — | $7K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Voya American Century Small Midcap Value Fund | Common Stocks | — | — | $6K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Franklin Small Midcap Growth Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Voya Solution Conservative Portfolio 1 | Common Stocks | — | — | $4K | <0.1% | |
| Voya Retirement Insurance and Annuity Company American Funds EuroPacific | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
