Julie Griffith signed Alternative Behavior Strategies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alternative Behavior Strategies, LLC's EIN is 27-5073382.
Download the official 2024 Form 5500 (PDF) for Alternative Behavior Strategies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alternative Behavior Strategies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $24K | — |
| FINTEGRITY GROUP PC |
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 | |||||
|---|---|---|---|---|---|---|
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | — | $4.1M | 20.5% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | — | $2.6M | 13.0% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | — | $2.6M | 12.8% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | — | $2.5M | 12.5% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | — | $1.7M | 8.5% | |
| Amer Century Sml Cap Val R6 Fd | Other securities | — | — | $1.2M | 5.8% | |
| Principal Stable Value Inst | Stable Value | — | — | $1.1M | 5.6% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | — | $975K | 4.8% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | — | $573K | 2.8% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | — | $495K | 2.4% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | — | $365K | 1.8% | |
| Participant Loans | Participant loans | — | — | $269K | 1.3% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $246K | 1.2% | |
| PRINCIPAL STABLE VALUE INST PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $246K | 1.2% | |
| John Hancock Bond R6 Fund | Other securities | — | — | $219K | 1.1% | |
| JP Morgan Sm Cp Growth R6 Fund | Other securities | — | — | $185K | 0.9% | |
| Inv Ds Mp Gth R6 Fd | Other securities | — | — | $179K | 0.9% | |
| JP Morgan Equity Income R6 Fd | Other securities | — | — | $153K | 0.8% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | — | $149K | 0.7% | |
| Hartford Strat Income R6 Fund | Other securities | — | — | $113K | 0.6% | |
| AMERICAN FUNDS 2070 TDR R6 FD | Mutual Funds | — | — | $97K | 0.5% | |
| American Funds NewWorld R6 | Mutual Funds | — | — | $75K | 0.4% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $53K | 0.3% | |
| Alger Capital App Instl Y Fund | Other securities | — | — | $35K | 0.2% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | — | $31K | 0.2% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $30K | 0.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $29K | 0.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $22K | 0.1% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | — | $14K | <0.1% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | — | $8K | <0.1% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | — | $605 | <0.1% | |
| PIMCO All Asset Institutinl Fd | Mutual Funds | — | — | $388 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-2878900 |
| — |
| CONSULTANT |
| $0 |
| — |
