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Original filing (PDF)20250825111809NAL0003884483001
NEW DIRECTIONS BEHAVIORAL HEALTH, LLC
Form 5500
FILING_RECEIVED
NEW DIRECTIONS BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
758
Accounts w/ balance
936
Plan assets (EOY)
$75.6M
Net assets (EOY)
$75.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW DIRECTIONS BEHAVIORAL HEALTH, LLC.
Plan sponsor
Name
NEW DIRECTIONS BEHAVIORAL HEALTH, LLC
EIN
43-1698690
Address
6100 SPRINT PARKWAY · SUITE 200 · OVERLAND PARK, KS · 66211
Phone
(816) 994-1438
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-25
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $46K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $50K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Investments
29 direct securities · 2 pooled funds· $75.4M(100% of reported assets)
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.
Uncategorized
$74.0M
29 holdings
Common Collective Trust
$1.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $9.0M | 11.9% | |
| Fidelity Freedom 2030 Fund Class K6 Mutual Fund | — | — | — | $8.9M | 11.8% | |
| Fidelity Freedom 2040 Fund Class K6 Mutual Fund | — | — | — | $8.3M | 11.0% | |
| Fidelity Freedom 2035 Fund Class K6 Mutual Fund | — | — | — | $8.2M | 10.9% | |
| Fidelity Freedom 2045 Fund Class K6 Mutual Fund | — | — | — | $7.2M | 9.5% | |
| Fidelity Freedom 2050 Fund Class K6 Mutual Fund | — | — | — | $6.8M | 9.0% | |
| MFS Growth Fund Class R6 Mutual Fund | — | — | — | $3.9M | 5.1% | |
| Fidelity Freedom 2025 Fund Class K6 Mutual Fund | — | — | — | $3.0M | 3.9% | |
| Fidelity Freedom 2055 Fund Class K6 Mutual Fund | — | — | — | $2.7M | 3.6% | |
| Columbia Contrarian Core Fund I3 Mutual Fund | — | — | — | $1.8M | 2.3% | |
| Standard Capital Preservation Income Fund Investment Contract | — | — | — | $1.6M | 2.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $1.5M | 2.0% | |
| Hartford International Opportunities Fund Class R6 Mutual Fund | — | — | — | $1.3M | 1.8% | |
| Fidelity Freedom 2020 Fund Class K6 Mutual Fund | — | — | — | $1.3M | 1.7% | |
| Fidelity Freedom 2060 Fund Class K6 Mutual Fund | — | — | — | $1.2M | 1.6% | |
| Victory Sycamore Established Value Fund Class R6 Mutual Fund | — | — | — | $1.1M | 1.5% | |
| J H ENTERPRISE M GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $953K | 1.3% | |
| JPMorgan Core Bond Fund Class R6 Mutual Fund | — | — | — | $943K | 1.2% | |
| PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $854K | 1.1% | |
| T. Rowe Price Health Sciences Fund I Mutual Fund | — | — | — | $701K | 0.9% | |
| Fidelity Freedom 2015 Fund Class K6 Mutual Fund | — | — | — | $657K | 0.9% | |
| Neuberger Berman Large Cap Value Fund R6 Mutual Fund | — | — | — | $610K | 0.8% | |
| Fidelity Global EX US Index Fund Mutual Fund | — | — | — | $558K | 0.7% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $389K | 0.5% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $344K | 0.5% | |
| Fidelity Freedom 2010 Fund Class K6 Mutual Fund | — | — | — | $218K | 0.3% | |
| Fidelity Freedom 2065 Fund Class K6 Mutual Fund | — | — | — | $203K | 0.3% | |
| American Funds U.S. Gov Securities Fund R6 Mutual Fund | — | — | — | $90K | 0.1% | |
| Fidelity Freedom Income Fund Class K6 Mutual Fund | — | — | — | $57K | <0.1% | |
| Participant Loans (interest rate range 5.00% to 5.75%) | — | — | — | $4K | <0.1% |