Anne-Marie Davis signed Advanced Behavioral Health, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Behavioral Health, Inc.'s EIN is 27-1716112.
Download the official 2024 Form 5500 (PDF) for Advanced Behavioral Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Behavioral Health, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $29K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Global Investors Trust Co. | Common Stocks | — | — | $1.8M | 19.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.8M | 19.3% | |
| Principal Global Investors Trust Co. | Common Stocks | — | — | $1.3M | 13.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.3M | 13.8% | |
| Principal Global Investors Trust Co. | Common Stocks | — | — | $1.1M | 12.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 12.0% | |
| Principal Global Investors Trust Co. | Common Stocks | — | — | $931K | 10.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $931K | 10.2% | |
| Principal Global Investors Trust Co. | Common Stocks | — | — | $887K | 9.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $887K | 9.7% | |
| Principal Global Investors Trust Co. | Common Stocks | — | — | $858K | 9.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $858K | 9.4% | |
| Principal Global Investors Trust Co. | Common Stocks | — | — | $596K | 6.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $596K | 6.5% | |
| Vanguard Group | Mutual Funds | — | — | $284K | 3.1% | |
| Principal Global Investors Trust Co. | Common Stocks | — | — | $218K | 2.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $218K | 2.4% | |
| Great Gray Trust Company | Common Stocks | — | — | $212K | 2.3% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $212K | 2.3% | |
| Principal Global Investors Trust Co. | Common Stocks | — | — | $191K | 2.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $191K | 2.1% | |
| Principal Global Investors Trust Co. | Common Stocks | — | — | $170K | 1.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $170K | 1.9% | |
| Principal Life Insurance Company | Common Stocks | — | — | $149K | 1.6% | |
| Participant loans | Participant loans | — | — | $134K | 1.5% | |
| Fidelity Investments | Mutual Funds | — | — | $62K | 0.7% | |
| LARGE CAP VALUE II FUND GREAT GRAY TRUST COMPANY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $62K | 0.7% | |
| Great Gray Trust Company | Common Stocks | — | — | $62K | 0.7% | |
| Vanguard Group | Mutual Funds | — | — | $57K | 0.6% | |
| Fidelity Investments | Mutual Funds | — | — | $46K | 0.5% | |
| The American Funds | Mutual Funds | — | — | $40K | 0.4% | |
| Vanguard Group | Mutual Funds | — | — | $37K | 0.4% | |
| Dodge and Cox | Mutual Funds | — | — | $37K | 0.4% | |
| The American Funds | Mutual Funds | — | — | $24K | 0.3% | |
| Wilmington Trust Co. | Common Stocks | — | — | $19K | 0.2% | |
| JP Morgan Funds | Other securities | — | — | $7K | <0.1% | |
| Vanguard Group | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Group | Mutual Funds | — | — | $2K | <0.1% | |
| Principal Global Investors Trust Co. | Common Stocks | — | — | $1K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $1K | <0.1% | |
| Goldman Sachs | Other securities | — | — | $52 | <0.1% | |
| SMALL CAP VALUE II R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
