Verbal Behavior Associates' EIN is 46-4417379.
Download the official 2024 Form 5500 (PDF) for Verbal Behavior Associates from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Verbal Behavior Associates' 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD, CO | RECORDKEEPER | $8K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $67 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.7M | 99.7% | |
| INDEX SELECT MODERATE 2035 FUND CL1 GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $126K | 7.6% | |
| INDEX SELECT MODERATE 2055 FUND CLI GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $62K | 3.7% | |
| INDEX SELECT AGGRESSIVE 2055 FUND C GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $25K | 1.5% | |
| INDEX SELECT MODERATE 2045 FUND CLI GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $9K | 0.5% | |
| INDEX SELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $4K | 0.3% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2K | 0.1% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $1 | <0.1% | |
| CORE BOND FUND CLASS R1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEX SELECT AGGRESSIVE 2025 FUND C GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% |
| NORTHWESTERN MUTUAL WEALTH MGMT CO |
| — |
| MILWAUKEE, WI |
| INVESTMENT ADVISOR |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PROFESSIONALS, LLC | 27-3970979 | HONOLULU, HI | CONTRACT ADMIN | $14K | — |
