Shirley Horner signed Heritage Behavioral Health Cente's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heritage Behavioral Health Cente's EIN is 37-0765549.
Download the official 2024 Form 5500 (PDF) for Heritage Behavioral Health Cente from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heritage Behavioral Health Cente'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $130 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AB GLOBAL BOND Z 442 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $36K | 20.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $28K | 15.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $22K | 12.5% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $21K | 11.7% | |
| VAN TARGET RETIRE INC 220 REGISTERED INVESTMENT COMPANY DFA INTL VALUE PORT INST 652 REGISTERED INVESTMENT COMPANY BLK COMMODITY STRAT K 502 REGISTERED INVESTMENT COMPANY VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $19K | 10.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $17K | 9.8% | |
| COHEN & STEERS REAL EST SEC Z 635 REGISTERED INVESTMENT COMPANY FID 500 IND 907 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2055 | Mutual Funds | — | — | $10K | 5.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $8K | 4.7% | |
| VAN TARG RETIRE 2070 509 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2025 | Common Stocks | — | — | $7K | 3.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $2K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
