Kelly Durante signed Monarch Behavioral Therapy BII, LLC DBA/ Behavioral Innovations' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monarch Behavioral Therapy BII, LLC DBA/ Behavioral Innovations' EIN is 26-2657184.
Download the official 2024 Form 5500 (PDF) for Monarch Behavioral Therapy BII, LLC DBA/ Behavioral Innovations from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monarch Behavioral Therapy BII, LLC DBA/ Behavioral Innovations' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAUSER RETIREMENT SOLUTIONS, INC | — | CINCINNATI, OH | INVESTMENT ADVISOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $59K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2060 Target Date Retirement | Mutual Funds | — | — | $1.6M | 34.9% | |
| American Funds 2055 Target Date Retirement | Mutual Funds | — | — | $790K | 16.9% | |
| American Funds 2040 Target Date Retirement | Mutual Funds | — | — | $316K | 6.8% | |
| American Funds 2045 Target Date Retirement | Mutual Funds | — | — | $309K | 6.6% | |
| American Funds 2050 Target Date Retirement | Mutual Funds | — | — | $275K | 5.9% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $257K | 5.5% | |
| American Funds 2030 Target Date Retirement | Mutual Funds | — | — | $228K | 4.9% | |
| T. Rowe Price Blue Chip Growth | Other securities | — | — | $174K | 3.7% | |
| American Funds 2035 Target Date Retirement | Mutual Funds | — | — | $144K | 3.1% | |
| Fidelity Advisor Small Cap Growth | Mutual Funds | — | — | $105K | 2.2% | |
| Invesco Discovery Mid Cap Growth Fund | Mutual Funds | — | — | $92K | 2.0% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $79K | 1.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $61K | 1.3% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $47K | 1.0% | |
| JPMorgan Core Plus Bond | Other securities | — | — | $38K | 0.8% | |
| Fidelity Real Estate Investment Portfolio | Mutual Funds | — | — | $24K | 0.5% | |
| PGIM High Yield | Other securities | — | — | $23K | 0.5% | |
| MFS Value | Mutual Funds | — | — | $21K | 0.5% | |
| Participants Participant notes receivable bearing interest between 5.25 and 10.50 percent - | Other securities | — | — | $17K | 0.4% | |
| American Century Emerging Markets | Other securities | — | — | $14K | 0.3% | |
| AdvisorTrust, Inc. Cash - Interest-bearing cash demand deposit account | Cash / Money Market | — | — | $13K | 0.3% | |
| American Century Small Cap Value | Other securities | — | — | $9K | 0.2% | |
| American Funds 2020 Target Date Retirement * 725 American Funds 2025 Target Date Retirement | Mutual Funds | — | — | $6K | 0.1% | |
| AdvisorTrust, Inc. Allspring Special Mid Cap Value Fund | Common Stocks | — | — | $5K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
