Tyneeta Morris signed BHG Holdings, LLC DBA Behavioral Health Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BHG Holdings, LLC DBA Behavioral Health Group's EIN is 45-2718628.
Download the official 2024 Form 5500 (PDF) for BHG Holdings, LLC DBA Behavioral Health Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BHG Holdings, LLC DBA Behavioral Health Group'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 43-1270780 | — | CONSULTANT | $17K | — |
| CREATIVE PLANNING |
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 | |||||
|---|---|---|---|---|---|---|
| PUTN RET ADV 2040 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $2.0M | 14.9% | |
| PUTN RET ADV 2045 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.7M | 12.4% | |
| PUTN RET ADV 2050 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.6M | 12.0% | |
| VANG 500 INDEX ADM Mutual Fund - | Common Collective Trusts | — | — | $1.4M | 10.1% | |
| PUTN RET ADV 2030 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.2M | 9.3% | |
| PUTN RET ADV 2035 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.0M | 7.8% | |
| PUTN RET ADV 2055 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $1.0M | 7.4% | |
| PUTN RET ADV 2060 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $582K | 4.3% | |
| PUTN RET ADV 2025 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $542K | 4.0% | |
| PUTN RET ADV MAT X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $466K | 3.5% | |
| MFG GROWTH R6 Mutual Fund - | Other securities | — | — | $335K | 2.5% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $325K | 2.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $317K | 2.4% | |
| VANG MIDCAP IDX ADM Mutual Fund - | Common Collective Trusts | — | — | $142K | 1.1% | |
| INVS DISCOVERY R6 Mutual Fund - | Other securities | — | — | $123K | 0.9% | |
| VANG TOT INTL STK AD Mutual Fund - | Other securities | — | — | $99K | 0.7% | |
| PIONEER BOND R1 GREAT GRAY TRUST COMPANY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $91K | 0.7% | |
| VANG SM CAP IDX ADM Mutual Fund - | Common Collective Trusts | — | — | $82K | 0.6% | |
| JH DSCPL VAL MDCP R6 Mutual Fund - | Other securities | — | — | $70K | 0.5% | |
| AF EUROPAC GROWTH R6 Mutual Fund - | Other securities | — | — | $65K | 0.5% | |
| PIMCO INCOME INST Mutual Fund - | Mutual Funds | — | — | $64K | 0.5% | |
| DFA GLOB REAL ESTATE Mutual Fund - | Mutual Funds | — | — | $57K | 0.4% | |
| VANG TOT BD MKT ADM Mutual Fund - | Other securities | — | — | $51K | 0.4% | |
| PUTN RET ADV 2065 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $51K | 0.4% | |
| CRLN E MID CAP GR R6 Mutual Fund - | Other securities | — | — | $37K | 0.3% | |
| UM BEHAVIORAL VAL R6 Mutual Fund - | Other securities | — | — | $21K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 84-4519624 |
| — |
| CONSULTANT |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORTA & CHOATE, P.C. | 20-1196661 | — | ACCOUNTANT/AUDITOR | $15K | — |
