Mental Health Resources, Inc.'s EIN is 41-1273885.
Download the official 2024 Form 5500 (PDF) for Mental Health Resources, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mental Health Resources, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $111K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $15.8M | 97.4% | |
| William Blair Large Cap Growth I Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $3.0M | 18.4% | |
| Vanguard Equity-Income Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $3.0M | 18.2% | |
| Loomis Sayles Investment Grade Bond Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $1.8M | 11.1% | |
| Causeway International Value Pooled Separate Account | Pooled Separate Accounts | — | — | $1.6M | 9.7% | |
| Calamos International Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $1.5M | 9.3% | |
| Macquarie Small Cap Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $1.2M | 7.5% | |
| DFA U.S. Small Cap Value Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $1.1M | 7.0% | |
| Dodge & Cox Income Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $976K | 6.0% | |
| American Funds Capital World Bond Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $857K | 5.3% | |
| Securian AM S&P 500 Index Pooled Separate Account | Pooled Separate Accounts | — | — | $546K | 3.4% | |
| Participant Loans Maturing through October 2053 with interest from 3.58% to 11.50% - 0 - | Bonds / Notes | — | — | $245K | 1.5% | |
| Minnesota Life Guaranteed Return Account Guaranteed Investment Contract | Stable Value | — | — | $177K | 1.1% | |
| Fidelity Global ex US Index Pooled Separate Account | Pooled Separate Accounts | — | — | $107K | 0.7% | |
| Vanguard Small Cap Index Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $105K | 0.6% | |
| Fidelity Real Estate Index Pooled Separate Account | Pooled Separate Accounts | — | — | $34K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
