Kyle MEAD signed Heartland Center for Behavioral CHA's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heartland Center for Behavioral CHA's EIN is 43-1262765.
Download the official 2023 Form 5500 (PDF) for Heartland Center for Behavioral CHA from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Heartland Center for Behavioral CHA'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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Balanced R6 | Mutual Funds | — | — | $344K | 18.8% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $240K | 13.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $187K | 10.2% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $179K | 9.8% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $147K | 8.1% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $111K | 6.1% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $108K | 5.9% | |
| Exchange-Traded Funds Invesco QQQ Trust | Mutual Funds | — | — | $92K | 5.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $81K | 4.4% | |
| MFS Val-R6 Growth Allocation R4 | Mutual Funds | — | — | $75K | 4.1% | |
| Collective Trust Funds ALTA Trust Culid Bond Innovative | Common Collective Trusts | — | — | $64K | 3.5% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $57K | 3.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $33K | 1.8% | |
| Great Gray Metlife GAC F0 | Other securities | — | — | $16K | 0.9% | |
| METLIFE STABLE VALUE FUND CONTRACT WILMINGTON TRUST RETIREMENT AND INST SERVICES · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $16K | 0.9% | |
| Nuveen Equity Index Fund R6 | Common Collective Trusts | — | — | $12K | 0.7% | |
| Northern Trust Mid Cap Index | Other securities | — | — | $11K | 0.6% | |
| Vanguard Long-Term Investment Grade Admiral 576 Vanguard Small-Cap Index Admiral | Mutual Funds | — | — | $11K | 0.6% | |
| Vanguard Small-Cap Value Index Admiral | Mutual Funds | — | — | $11K | 0.6% | |
| American Funds New Perspective R6 788 Dimensional Fund Advisors Real Estate Securities 995 Dimensional Fund Advisors US Vector Equity 523 JPMorgan Mid Cap Growth R6 552 Lord Abbett Developing Growth R6 | Mutual Funds | — | — | $7K | 0.4% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $5K | 0.2% | |
| Schwab Fundamental US LG | Mutual Funds | — | — | $4K | 0.2% | |
| PIMCO Income Fund INST | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
